Client Service Associate - Wealth Management Firm

Client Service Associate | Wealth Management Firm

Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path.

The role is 100% remote and offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise.

Responsibilities

• Manage new account openings, account maintenance, and client paperwork
• Process money movements, beneficiary changes, and other account transactions
• Communicate directly with clients to gather information and resolve requests
• Coordinate with custodians and internal teams to ensure timely processing
• Support insurance paperwork and client documentation
• Partner with advisors on day-to-day client service and operations
• Maintain accurate client records and support special projects

For fastest consideration, reach out to Michelle Espejo via email or Linked In.