Client Service Associate

At Webster Rogers Financial Advisors, we believe great client service is built on strong relationships and flawless follow-through. We're looking for a Client Service Associate to support our lead advisors by coordinating the administrative and operational work that keeps our clients well cared for — from meeting support and onboarding to CRM management and firmwide service initiatives.

At Webster Rogers Financial Advisors, we believe great client service is built on strong relationships and flawless follow-through. We're looking for a Client Service Associate to support our lead advisors by coordinating the administrative and operational work that keeps our clients well cared for — from meeting support and onboarding to CRM management and firmwide service initiatives. This is a client-facing operations role, ideal for someone who's organized, proactive, and genuinely enjoys creating a great experience for clients and colleagues alike.

If you're looking to build long‑term expertise in wealth‑management client service, this role offers a real path to grow into greater autonomy and more complex responsibility over time.

• Attend client meetings as needed to support advisors, document key discussion points, and coordinate follow‑up items
• Prepare meeting notes, update the CRM, and create and monitor follow‑up tasks
• Help curate a professional, welcoming in‑person experience — from meeting room prep to greeting clients and coordinating refreshments
• Anticipate client and advisor needs before and during in‑office meetings

• Coordinate new‑client onboarding, including account paperwork, asset transfers, document collection, and online access setup
• Assist with quarterly account reviews and prepare materials for advisor review
• Update financial plans with new client information as directed by the advisor
• Prepare and track account‑opening, maintenance, beneficiary, and money‑movement paperwork

• Serve as a point of contact for routine client and business‑partner requests related to account administration
• Communicate with clients, custodians, and other business partners to provide updates and resolve administrative issues
• Maintain accurate, organized client records across firm systems

• Take a lead role in CRM functionality — data quality, workflows, templates, task management, reports, and team education
• Complete the weekly cash balance report review and coordinate necessary trading actions with advisors
• Maintain required minimum distribution (RMD) reporting and track distributions through completion
• Assist with investment policy committee reports and materials

• Provide support for firm growth initiatives, including webinars, newsletters, social media coordination, and client events
• Identify workflow gaps and opportunities to improve efficiency and client experience
• Take initiative on service, operations, and process‑improvement projects
• Know when to escalated — routing financial advice, investment decisions, tax matters, or compliance judgment calls to the appropriate team member

• Bachelor's degree or equivalent professional experience
• Prior client service or operations experience within a registered investment adviser or wealth‑management firm preferred

• Strong attention to detail, organization, and time‑management skills
• Ability to manage multiple priorities and see responsibilities through to completion
• Proactive, resourceful, and eager to learn
• Strong written, verbal, and active‑listening skills
• Professional, empathetic approach to client service
• Sound judgment and the ability to recognize when to escalated an issue
• Comfort learning and…