Client Associate

Company Description SC3F Wealth Management Group is a financial services firm focused on helping clients manage, grow, and protect their wealth through personalized strategies and guidance. The team provides comprehensive support across investment planning, retirement planning, and overall financial well-being. SC3F Wealth Management Group emphasizes long-term relationships, transparent communication, and tailored solutions aligned with each client’s goals. Team members work in a collaborative environment that values integrity, client-centric service, and ongoing professional development.Role Description The Client Associate is a full-time, on-site role based in Charleston, IL or Effingham, IL supporting advisors and clients in day-to-day wealth management activities. This role includes responding to client inquiries, scheduling meetings, and preparing account documentation and reports. The Client Associate helps process transactions, maintain accurate client records, and coordinate follow-ups to ensure timely resolution of service requests. Responsibilities also include assisting with basic financial analysis, supporting sales and marketing initiatives, and collaborating with advisors to deliver a consistent, high-quality client experience. The role requires strong attention to detail, excellent organization, and the ability to manage multiple tasks in a professional office environment.QualificationsCandidates should possess strong Client Services skills with a commitment to delivering responsive, respectful, and reliable support.Candidates should possess clear and professional Communication skills, including confident phone, email, and in-person interactions.Candidates should possess solid Analytical Skills to review data, prepare reports, and support basic financial assessments.Candidates should possess foundational knowledge of Finance or an interest in developing expertise in wealth management.Candidates should possess Sales-oriented skills, such as relationship building, follow-up discipline, and support of business development activities.Relevant qualifications may include a bachelor’s degree in finance, business, or a related field, or equivalent experience in financial services or client-facing roles.Additional beneficial skills include proficiency with office software, CRM systems, strong organizational abilities, and a high level of professional integrity and confidentiality.