Client Services Associate

Our client is a privately owned, nationwide financial advisory organization dedicated to helping individuals and families navigate the complexities of modern wealth. Their advisors collaborate with in-house specialists across tax strategy, estate planning, trust services, insurance, investment banking and valuation, enabling the delivery of comprehensive and coordinated financial plans.

Since our founding in the mid-2000s, we have grown significantly and now oversee hundreds of billions of dollars in assets across affiliated entities. Our continued expansion reflects our commitment to raising standards within the wealth management industry and delivering meaningful impact for the clients and communities we serve. We maintain a drug‑free workplace and are an equal opportunity employer.

The Client Service Associate plays a central role in supporting advisors and delivering an exceptional client experience. This position combines relationship management, administrative coordination and operational support within a dynamic wealth management office.

• Develop and maintain strong client relationships focused on long‑term engagement and retention
• Coordinate onboarding processes for new clients and collaborate with internal team members to ensure seamless implementation
• Maintain accurate and timely client records, both electronic and paper‑based
• Prepare quarterly asset summaries for billing purposes and process transactions including journals, transfers, invoices, annuity and commission payments, and consulting fee collections
• Oversee daily office administrative functions such as scheduling, marketing support, accounts payable and receivable, and front‑desk assistance as needed
• Understand each client’s broader financial objectives and identify opportunities for additional services
• Review processes within scope of responsibility to ensure appropriate controls and minimize risk of errors or misstatements
• Participate in internal training sessions and professional development initiatives
• Provide additional support as required

• High school diploma required; bachelor’s degree preferred
• Prior experience in financial services or a related internship
• Experience in wealth management is advantageous
• Proficiency with Microsoft Office and client relationship management (CRM) systems (e.g., Salesforce, Redtail or similar)
• Familiarity with financial planning software such as eMoney is a plus
• Strong client‑service mindset with a proactive and professional approach
• Ability to manage multiple priorities with close attention to detail
• Excellent written and verbal communication skills
• Highly organized with solid analytical abilities
• Comfortable working collaboratively within a team environment

They are committed to supporting professional growth and providing meaningful career opportunities. Our culture encourages collaboration, innovation, and work‑life balance while fostering an inclusive environment where individuals can thrive.

Compensation varies by geographic market and experience level. The anticipated base salary range for this role across the United States is approximately $47,000 to $78,000 per year
, with potential eligibility for performance‑based incentives and additional benefits, depending on individual qualifications and company policies.