Client Service Associate; Remote

Madison Partners is a fast-growing, tech-forward wealth management firm built for today’s investor. We combine modern planning tools, progressive marketing tactics, and a client-first service model that helps advisors spend more time with people and less time chasing tasks.

Our firm is a fee-only fiduciary that brings financial planning, investment management, tax planning, estate planning, and insurance planning together under one roof. This help clients make better decisions by giving them one coordinated team instead of a fragmented experience across multiple firms.

We’re hiring a Client Service Associate to serve as a primary operational and service partner to both clients and advisors. This is a critical role for someone who knows how RIAs work, takes ownership, communicates clearly, and keeps client relationships moving without things falling through the cracks.

• Guide clients through onboarding and ongoing service
• Manage account setup, applications, paperwork and documentation
• Coordinate with custodians, advisors, compliance and internal teams
• Handle client communications, service requests and follow-up
• Schedule meetings and support advisor workflows
• Help resolve service issues and escalate when needed

• Previous experience working at a Registered Investment Advisor (Required 3+ Years)
• Strong understanding of wealth management operations and workflows
• Strong written and verbal communication skills
• High attention to detail and discretion with confidential information
• Ability to work independently in a remote environment
• Associate’s degree in Finance, Business, Economics, related field or equivalent experience
• Experience with Fidelity, Schwab, eMoney and Advyzon (Preferred)

• $60,000 to $70,000 annual salary
• 401(k) with matching
• Health, dental, and life insurance
• 4 weeks of paid time off

If you have RIA experience and take pride in delivering a polished client experience, we’d like to hear from you!