Client Service Associate

Company Description

Webster Rogers Financial Advisors LLC (WRFA) is a wealth management firm that places client goals and comprehensive financial planning at the center of its services. Our team is dedicated to focusing on our clients’ best interest and provide them with advice and recommendations that are most suitable for their specific circumstances. This client-first approach builds trust and confidence, ensuring that financial well-being is the highest priority for every relationship.

The Client Service Associate supports WRFA’s lead advisors by coordinating the administrative and operational work required to serve clients effectively. This role helps move client conversations into action through meeting support, client follow-up, onboarding coordination, CRM management, and support of firmwide service and growth initiatives.

• Bachelor’s degree or equivalent professional experience.
• Prior client service or operations experience within a registered investment adviser or wealth- management firm is preferred.
• Strong attention to detail, organization, and time-management skills.
• Ability to manage multiple priorities and follow responsibilities through to completion.
• Proactive, resourceful, and willingness to learn.
• Strong written, verbal, and active-listening skills.
• Professional and empathetic approach to client service.
• Sound judgment and the ability to recognize when an issue should be escalated.
• Strong team orientation and willingness to support others.
• Comfort learning and working across multiple technology platforms.
• Intermediate to advanced proficiency with Microsoft Office.
• Experience with CRM, custodian, or document-management is preferred.