Client Service Associate

Client Service Associate – Wealth Management
Compensation: Up to $110,000 base (commensurate with experience) + bonus About the Opportunity

A well-established, independent wealth advisory firm with a multi-billion-dollar asset base is seeking a Client Service Associate to support a growing advisory team and high-net-worth client relationships. This is a fully in-office role and a key position within the firm’s client service and operations function. The ideal candidate brings prior experience in wealth management or brokerage environments, takes pride in delivering a high-touch client experience, and is comfortable managing multiple priorities in a fast-paced, relationship-driven setting.

• Support Financial Advisors and clients across day-to-day account servicing and relationship management
• Open and maintain brokerage and retirement accounts, ensuring accurate documentation and timely follow-up
• Process asset movements, money transfers, and service requests with precision and efficiency
• Serve as a primary point of contact for client inquiries, providing prompt and professional communication
• Coordinate meeting logistics, prepare materials, and assist with client review preparation
• Maintain detailed, accurate, and compliant records of client interactions and transactions
• Partner closely with advisors, operations, and compliance to ensure a seamless client experience
• Identify opportunities to improve workflows and enhance service delivery

• Active Series 7 license required
• Minimum of 3+ years of experience in a wealth management, brokerage, or advisory environment
• Strong understanding of client service workflows and account administration
• Highly organized with the ability to manage competing priorities
• Professional written and verbal communication skills
• Strong attention to detail, accuracy, and discretion when handling sensitive information
• Comfortable working in a fully in-office setting

• Competitive base salary up to $110,000, plus bonus
• Stable, well-capitalized firm with approximately $2.5 billion in assets under management
• Collaborative, team-oriented office environment
• Opportunity to support experienced advisors and long-term client relationships
• Clearly defined role focused on delivering consistent, high-quality client service