Client Services Associate

Overview: Our client, a growing RIA, is looking for a Client Services Associate to support advisors and the broader client service team. The ideal candidate will have 5+ years of experience in wealth management or financial services, experience working with HNW clients, and strong operational and client service skills.Key Responsibilities:Support advisors with day-to-day client service and administrative needs.Assist with new client onboarding and account opening.Prepare and process client paperwork and account documentation.Handle account maintenance, cash management, and investment-related transactions.Work with custodians and other partners to process client requests.Maintain accurate client records and documentation.Qualifications:Minimum 5 years of experience in wealth management, financial services, or a related field.Experience working with high-net-worth clients.Strong understanding of investment account operations and transactions.Strong attention to detail and organizational skills.Florida 2-15 insurance license is a plus, but not required.Investment and insurance experience is a plus.