Associate Service Advisor

Our client is a growing boutique wealth management firm focused on delivering comprehensive, relationship-driven financial planning. They are seeking an Associate Service Advisor to support the advisory team and help deliver a high-quality, detail-driven client experience.

This is not a purely administrative role. This person will sit at the center of client relationships, supporting preparation, execution, and follow-through. The ideal candidate is highly detail-oriented, intellectually curious, and thrives in an environment where expectations are high and precision matters.

This role offers strong visibility into the full wealth management process and creates a path toward deeper advisory responsibility over time.

• Serve as a primary point of contact for client service needs
• Ensure timely, accurate, and thoughtful responses to client requests
• Manage follow-through and coordinate across internal and external partners
• Maintain detailed and accurate client records and documentation
• Prepare meeting materials, reports, and agendas
  
  Participate in client meetings and capture key takeaways
• Ensure all action items and next steps are executed
• Support advisors in delivering a consistent, high-quality experience

• Assist with servicing investment and risk management strategies
• Support account maintenance and insurance coordination
• Partner with team members to ensure workflows are completed without gaps
• Identify and contribute to process improvements

• Strong organizational skills with ability to manage multiple priorities
• High attention to detail and commitment to accuracy
• Clear and professional communication skills (written and verbal)
• Ability to operate with discretion and maintain confidentiality
• Self-motivated with strong ownership and follow-through

• 3–5+ years of experience in wealth management or financial services
• Familiarity with financial planning concepts, investments, or insurance
• Life & Health license and/or Series licenses (6, 63, 65, 66,
  7) are a plus
• Experience with CRM systems and Microsoft Office / Google Suite
• Base salary + performance-based bonus
• Clear career path with growth opportunities
• 401(k) with employer match
• Health and disability insurance
• PTO + parental leave
• Team events and a strong, collaborative culture