Client Service Associate

We are a nationally recognized, boutique wealth management firm serving high-net-worth individuals and families. Our team takes pride in delivering personalized financial planning, investment management, and transition-focused guidance tailored to each client’s unique goals. With a collaborative and client-centric culture, we are known for our thoughtful approach, deep expertise, and commitment to building lasting relationships. As an independent firm, we prioritize transparency, integrity, and fiduciary responsibility in everything we do.

We are seeking a highly motivated and experienced Client Service Associate to join our dynamic team. This position is responsible for building and maintaining strong, long‑term relationships with high-net-worth clients and ensuring an exceptional client experience. This role plays a critical part in managing account operations, supporting financial advisors through administrative tasks, and delivering proactive, high‑touch service. While not a financial advisor position, its importance to the client relationship is equally significant.

You will leverage your expertise in customer relationship management and account management to drive client satisfaction and retention.

• Maintain scheduling for all client meetings across all advisors calendars.
• Assist with client communications, including inbound phone support and scheduling.
• Support onboarding paperwork, account openings, and maintenance tasks under operations leadership.
• Provide clients with timely updates on account status, transactions, and relevant financial information.
• Manage daily servicing of client accounts, including money movement, transfers, address changes, and other maintenance tasks.
• Assist with printing review materials and client meeting hospitality/greetings
  .
• Maintain an organized, professional, and client‑ready environment in shared spaces and meeting areas.
• Assist with tax document requests
  .
• Collaborate with internal teams to ensure timely,
  accurate service delivery and alignment with firm goals.
• Ensure timely response to incoming service inquiries and communicate/delegate tasks as appropriate.
• Utilize CRM for tracking client interactions, managing accounts, and reporting on service performance.
• Lead project management initiatives to enhance service delivery processes and improve operational efficiency.
• Provide training and support to team members on best practices in customer service and account management.
• Adhere to regulatory requirements and internal policies while ensuring error‑free execution of tasks.
• Provide administrative assistance for divorce tracing tasks and data entry in partnership with AB2D team members.
• Assist with internal team coordination
  , announcements, and scheduling to promote alignment.
• Document standard internal operating procedures and follow established workflows to support scalability, training, and process continuity.
• Support daily office operations
  , including supply ordering, vendor coordination, and facility upkeep.
• Identify and communicate enhancements to client service workflows and processes
  .

• Proven client service experience in wealth management, financial services, or a related professional services environment preferred.
• Strong background in customer service with a focus on client satisfaction and retention.
• Experience working directly with high-net-worth individuals and families.
• Familiarity with investment products, financial planning concepts, and regulatory requirements.
• Prior experience with CRM and portfolio reporting systems preferred (Salesforce, Charles Schwab, Fidelity, etc.).
• FINRA Series 7 license preferred, but not required.

• Exceptional interpersonal and communication skills - both written and verbal- with the ability to convey complex information clearly.
• Ability to build strong relationships with clients and team members.
• High level of professionalism, discretion, and emotional intelligence, especially when handling sensitive or complex client matters.
• Meticulous attention to detail and strong organizational skills; ability to manage multiple priorities and deadlines.
• Proactive, solutions-oriented approach…