Client Service Associate

About UsWe are a top, nationally recognized, boutique Wealth Management firm looking for a warm, friendly, detail-oriented, self-starter and “go-getter” to join our rapidly growing team. We’re hiring a Client Service Associate to support an advisor and their clients. This role is focused on communication, coordination, and follow-through, making sure client work moves smoothly across advisors, planning, and investment operations. It’s an execution and client-facing operations role for someone who enjoys ownership, organization, and keeping things on track.Role/Responsibilities:Monitor a shared inbox for your advisor pod and respond or route items appropriatelySchedule client meetings and manage advisor calendars using our scheduling systemKeep clients and advisors updated on the status of recommendations, onboarding, and service requestsFacilitate client onboarding calls (information gathering and account opening paperwork)Submit account requests to our investment operations team and track progress through completionHelp verbally confirm client money movements and route requests appropriatelyMonitor incoming cash alerts for assigned clientsReview meeting notes to ensure documentation is completeTrack advisor follow-ups and confirm action items are completed after meetingsCreate and maintain tasks for planning and operations teamsMaintain clean, accurate CRM records for your client group How we’re structuredThis is a pod-based role, supporting a defined group of advisors and clientsWork is coordinated across advisors, planning, and investment operations with clear handoffsYou’ll have ownership of your lane and the autonomy to manage priorities day to dayExperience/Requirements:2-4+ years of experience in advisor support, client service, or operations within wealth management or financial servicesStrong organization and follow-throughClear, professional communication with clients and internal teamsComfortable working across multiple systems (CRM, scheduling tools, document management)Experience with custodians like Schwab, Fidelity, or Pershing is preferredCompensation & benefits$55,000–$80,000 total comp, depending on experienceBonus potential and benefitsCollaborative team environment with clear roles and expectationsWhy Join UsWe believe in growing with purpose, not just for our clients, but for our team. You’ll be part of a supportive, mission-driven culture that values collaboration, work-life balance, and professional development.