Client Service Associate

About YTS Wealth Management

YTS Wealth Management is a rapidly growing wealth management firm built on a foundation of exceptional client service, long-term relationships, and a collaborative team culture. Our firm provides comprehensive wealth management solutions including investment management, retirement planning, tax-efficient strategies, insurance, and estate planning guidance.

About the Role

We are seeking a professional, organized, and client-focused Client Service Associate to be the welcoming face of our Export office and play a key role in daily operations.

Key Responsibilities:

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• Greet clients during in person meetings and answer client incoming calls.
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• Manage document handling through scanning, emailing, faxing, and e-filing.
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• Perform data entry with accuracy and attention to detail.
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• Facilitate the opening of new accounts and associated processes.
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• Process and address account service requests promptly and efficiently.
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• Answer client phone calls and provide professional support as needed.
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• Utilize Microsoft Office Suite, WealthBox CRM, and for daily tasks and project management.
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• Travel periodically to new office locations to support development initiatives.
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• Serve as a primary point of contact for onboarding new Financial Advisors during M&A projects.
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• Complete additional tasks and projects as assigned.
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Essential Skills for Success:

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• Represent our core values.
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• Strong ability to multitask in a dynamic environment.
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• Exceptional communication skills, both verbal and written.
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• Effective time management to ensure deadlines are met.
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• Self-motivated with a proactive approach to tasks.
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• Uphold professionalism and a consistently positive attitude.
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• Collaborative team player with strong interpersonal skills.
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• Quick-thinking and resourceful in solving problems.
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Physical Requirements

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• Prolonged periods of sitting, computer use, and phone communication
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• Ability to attend in-person meetings and events
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• Occasional lifting of light materials up to 20 pounds
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• Ability to communicate effectively in both in-person and virtual environments
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Compensation & Benefits

Compensation

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• Salary Range: $60,000 – $65,000 (commensurate with experience)
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Benefits & Perks

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• Growth and leadership development opportunities
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• 13 paid company holidays
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• 2 paid sick days
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• Flexible scheduling for personal appointments
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• Travel expense reimbursement
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• 10 days of Paid Time Off
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• 401(k) with dollar-for-dollar match up to 4%
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• Medical, Dental, Vision insurance
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• Health Reimbursement Arrangement (HRA)
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• Life Insurance
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• Maternity & Paternity Leave
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Observed Holiday's:

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• New Year's Day
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• Martin Luther King, Jr. Day
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• Presidents' Day
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• Good Friday
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• Memorial Day
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• Juneteenth
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• Independence Day
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• Labor Day
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• Thanksgiving Day
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• Day After Thanksgiving
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• Christmas Eve
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• Christmas Day
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• New Year's Eve
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Schedule & Work Environment

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• Monday–Friday (Daylight hours)
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• Occasional evenings/weekends for client events and networking
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• Full time - In person role
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Legal & Compliance Disclosures

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• Equal Employment Opportunity: We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
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• At-Will Employment: Employment at YTS Wealth Management is at-will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
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• Background/Drug Screening: Employment is contingent upon successful completion of a drug test, state background check, and federal fingerprinting.
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• Disclaimer: This job description is not intended to be all inclusive. Additional duties may be assigned as needed.
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Job Type: Full-time