Client Services Associate

We are looking for an experienced, relationship-driven professional who thrives in a high-touch client service environment. You are someone who thrives on ensuring every client is given an exceptional level of care. You understand from scheduling their first appointment to the delivery of a financial plan; every component is critical for an excellent experience. If you are excited to support a growing advisory team that values experience and connection, we would love to meet you.

As a Client Service Assistant, you will play a crucial role in delivering great client experience. You will serve as a consistent and trusted point of contact for clients and prospects. This is a high-visibility role where responsiveness, clear communication, and a proactive approach are key.

• Work directly with clients and other advisors/staff.
• Schedule client meetings and maintain our team calendars.
• Assist with CRM updates and data entry to keep our systems accurate.
• Lead our marketing activities including quarterly newsletters, client events, webinars, social media, and other client communications.
• Assist with light travel planning for both clients and the team.
• Help manage client communications and maintain brand consistency.
• Ensure compliance with industry regulations and firm policies in all client interactions and documentation.
• Coordinate with custodians, vendors, and technology providers to ensure smooth operations and timely issue resolution.

• Required: 2+ years of experience in a client servicing role at a wealth advisory firm.
• Excellent written and verbal communication skills; polite phone skills.
• Must have strong experience with reception work, calling, and calendaring.
• Must have high proficiency in Microsoft Office products including Word, Excel, Outlook, and PowerPoint.
• Solid understanding of Mailchimp or similar marketing platforms.
• Strong knowledge of Redtail or similar CRM platforms for managing customer relationships effectively.

• Proactive:
  You foresee potential future issues and help create a game plan to resolve.
• Detail oriented: you pride yourself on executing with precision to ensure a great client experience.
• Team player: as part of a small business, you understand how to rise to the occasion and jump in where you are needed.
• An approachable first point of contact for our clients and prospects.
• 401(k)
• 401(k) matching (3% match)
• Paid time off (vacation and sick time with some flexibility as needed)
• Bonus opportunities

If you are ready to take the next step in your career and contribute to our mission of providing exceptional financial planning and advisory services, we would love to hear from you. Please send your resume and cover letter explaining why you are the ideal candidate for this role to