Client Service Associate

Lead Advisor is a wealth management consulting and search firm. This role is for one of our clients, an established wealth management firm.

Key Responsibilities:

• Support 2-3 Financial Advisors with day-to-day client service and operational needs.
• Prepare and process account paperwork, transfers, beneficiary updates, and other client requests.
• Coordinate meeting preparation, scheduling, and follow-up activities.
• Serve as a point of contact for clients, ensuring timely and professional communication.
• Maintain accurate client records and CRM documentation.
• Monitor workflows and ensure service requests are completed efficiently.
• Assist with client onboarding and ongoing relationship management.
• Coordinate with custodians and other third-party professionals as needed.

Preferred Qualifications:

• Prior experience in wealth management, financial services, banking, or client service.
• Strong organizational skills and attention to detail.
• Excellent communication and relationship-building abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience with CRM systems and Microsoft Office applications is preferred.