Client Operations Associate

JOB SUMMARY:

We are seeking a Client Operations Associate to join a highly relationship-driven wealth management team known for delivering a personal, high-touch client experience. This role is not a traditional back-office operations position — the quality and thoughtfulness of each interaction matters more than volume.

JOB SUMMARY:

We are seeking a Client Operations Associate to join a highly relationship-driven wealth management team known for delivering a personal, high-touch client experience. This role is not a traditional back-office operations position — the quality and thoughtfulness of each interaction matters more than volume.

You will serve as a trusted point of contact for clients while supporting client service and operational workflows. The ideal candidate anticipates needs, communicates proactively, and approaches service with a concierge mindset: How can I make this easier for the client before they have to ask?

This team operates with minimal oversight and values ownership, judgement, and emotional intelligence over rigid process-following.

What Success Looks Like:

• Anticipates client needs and proactively communicates — removes friction before issues arise
• Owns requests from start to resolution, providing solutions rather than handoffs
• Exercises strong judgement, discretion, and emotional intelligence in every interaction
• Operates independently with minimal oversight while keeping stakeholders informed
• Elevates the client experience through thoughtful details and a concierge-level mindset

• Serve as a primary day-to-day contact for client requests and follow-ups
• Provide white-glove service through thoughtful, proactive communication
• Read between the lines of client interactions to anticipate needs and concerns
• Own client issues from start to resolution — providing solutions, not handoffs
• Over-communicate appropriately to ensure clarity and confidence for clients and advisors
• Support and learn full Client Service Associate (CSA) responsibilities

• Process account paperwork, transfers, rollovers, and maintenance requests
• Coordinate and track outstanding service items through completion
• Maintain accurate CRM records and documentation
• Prepare for client meetings and ensure seamless follow-through afterward
• Handle client gifting, special requests, and personalized touches

• Anticipate upcoming client needs and deadlines
• Identify ways to improve processes and reduce friction for clients
• Execute thoughtful touches that elevate the client experience
• Act with forethought rather than reacting to problems after they occur

• 2–5 years of professional experience in a corporate or professional services environment
• Strong written and verbal communication skills
• High attention to detail and organizational ability
• Ability to manage responsibilities independently without micromanagement
• Demonstrated critical thinking and sound judgement
• Comfort interacting directly with clients

• Ability to work in a traditional professional office setting or remote equivalent
• Prolonged periods of sitting at a desk and working on a computer
• Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
• Work schedule may vary and is determined by project schedules
• Ability to efficiently operate all job-related office equipment
• Ability to communicate via telephone, computer and work in virtual teams
• Must be able to lift up to 15 pounds at a time
• Ability to travel using personal vehicle to other office locations as needed
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