Client Service Associate; Wealth Management

Overview

Kinetic Wealth is a growing wealth management firm dedicated to helping individuals and families achieve their financial goals through personalized financial planning and investment guidance. We pride ourselves on delivering a high level of service and building long-term client relationships.

Kinetic Wealth is seeking a detail-oriented and client-focused Client Service Associate to support our advisors and help deliver an exceptional client experience. This role combines client service, operational support, and administrative coordination within a wealth management environment. The ideal candidate has experience working in a financial services firm and understands the processes involved in client onboarding, account servicing, and advisor support.

Applicants should have prior experience working in a financial advisory, wealth management, brokerage, or banking environment.

• Respond to client service requests and assist with account-related inquiries.
• Help onboard new clients and prepare account opening paperwork.
• Coordinate account transfers, distributions, and other service requests.
• Schedule client meetings and prepare meeting materials for advisors.
• Maintain accurate client information in the firm’s CRM system.
• Communicate with custodian to complete account requests.
• Prepare reports, correspondence, and documentation using Microsoft Office.
• Track follow-ups and ensure client service tasks are completed promptly.
• Maintain organized client records and documentation.

• At least 3 years of experience working in financial services (RIA, wealth management firm, broker-dealer, or bank).
• Strong written and verbal communication skills.
• Excellent organizational and time-management abilities.
• High attention to detail and accuracy.
• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Ability to work independently and manage multiple priorities.
• Professional and client-service-oriented mindset.

• Experience working in a wealth management or financial planning firm.
• Familiarity with custodial platforms such as LPL Financial Schwab, Fidelity, or Pershing.
• Experience using a CRM system (Redtail, Wealthbox, Salesforce, etc.).

• Salary range: $40,000 – $50,000 annually, depending on experience.
• Opportunity for growth within a growing wealth management firm.
• Professional and collaborative work environment.

Please submit your resume and a brief cover letter describing your experience in financial services and your interest in the role.