Registered Wealth Management Client Service Associate

Registered Wealth Management Client Service Associate

DSG Capital Advisors is a fast‑growing RIA looking for a Registered Wealth Management Client Service Associate. We are an experienced and talented group of professionals who work hard for our clients every day. The position requires exceptional client relationship skills, process orientation, and the ability to work in a fast‑paced environment with a high degree of accuracy.

The primary focus of the Client Service Associate is to provide proactive communication and operational support to the Wealth Management team in servicing and delivering the needs of our high‑net‑worth clients.

• 5+ years of financial advisory experience, preferably with an RIA
• College degree required
• Series 65 license or willing to obtain it within 90 days
• Process‑focused and detail oriented
• Knowledge of legal structures and associated tax implications
• Previous client‑facing and service experience required
• Ability to monitor and streamline workflows for operational efficiency
• Ability to prioritize in a fast‑paced environment while maintaining client focus and attention to detail
• Excellent verbal and written communication skills
• Proficiency with Microsoft Office Suite and a strong technology aptitude
• Strong desire for continuous self‑learning and professional growth
• Maintain data integrity across all systems and update as necessary

• Serve as the primary contact for account openings, client requests, and account maintenance
• Ensure accuracy and confidentiality in all client records and custodial communications
• Collaborate with relationship managers, operations, and compliance to deliver a seamless client experience
• Process new accounts, money movements, and service requests within process standards with great attention to detail
• Troubleshoot issues and help identify process improvements across the team

• Salary: $60,000 – $75,000 plus bonus for a total pay of $70,000 – $90,000 annually
• Medical, dental, vision, HSA, disability, and life insurance benefits
• 401(k) with match
• Generous PTO
• In‑office exempt position with hours from 8‑5 p.m., Monday through Friday

Mid‑Senior level

Full‑time

Finance and Sales

DSG Capital Advisors, LLC does not discriminate based on race, color, religion, sex, national origin, age, disability, or genetic information.

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