Wealth Management Associate

Garry Executive Search has been retained by a growing, independent-minded wealth management firm to recruit a Client Service Associate to support its advisory team and serve as the true point of contact for a book of 150 to 200 clients.This is an excellent opportunity for a driven, critical thinker who wants a permanent, high-trust support role with real autonomy. It is built to be a long-term home, not a stepping stone into planning or advisory work. The firm is known for earned autonomy, tight client relationships, and real work-life balance, and the more trust you build, the more independence you get.You will manage the advisers’ inboxes, own their scheduling, and keep clients and internal teams communicating cleanly. The firm wants someone who doesn’t just process requests but thinks through them, anticipates what clients and advisers need, and runs with it.What You’ll Be DoingServe as the primary point of contact for 150 to 200 clients, handling requests and keeping them informedManage the advisers’ inboxes and scheduling on their behalfKeep communication tight between advisors, operations, and clients so nothing falls through the cracksHandle basic client service work and follow through on open itemsThink critically about client needs and flag issues before they become problemsKeep client records accurate and organizedBackground They’re Looking For3 or more years of service experience in wealth management or a related client service fieldDriven and a critical thinker, someone who takes initiative instead of waiting to be told what to doExtremely organized with strong attention to detailStrong follow-through, someone clients and advisers can count onExcellent verbal and written communication, and a true team playerPositive, friendly demeanorComfortable managing an adviser’s inbox and schedulingWants a long-term support role, not a path into planning or advisory workOpen to mentorship and growth within the role over timeCompensation & Benefits$65,000 to $85,000 base salary, depending on experience, plus an annual bonusProfit sharing in addition to the base and bonus24 remote work days per year, in addition to standard PTOStandard 8 to 5 hours, plus modified summer hours from Memorial Day to Labor DayChoice of three medical plans, with the firm covering 65% of premiumsDental coverage, with the firm covering 50% of premiums, and vision coverage availableLong-term disability, 100% employer paid, and $20,000 in life insurance, 100% employer paid401(k) eligibility after 6 months, with a 3% non-elective employer contribution and potential discretionary profit sharingGenerous PTOReimbursement for professional designations and licensing, and professional development supportMonthly parking and phone stipendQuarterly team outings and routine in-office lunch cateringWhy This Role Stands OutAutonomy that is earned and given, the more trust you build, the more independence you getA tight-knit team and great clients, not a high-turnover shopLeadership that listens and operates collaboratively, not top downA growing, stable firm with strong values and high integrityA team that will challenge you and push you to grow, this is not a coast jobReal work-life balance in a role that still moves fastInterested in Learning More?This search is being conducted confidentially by Garry Executive Search, a boutique recruiting firm specializing exclusively in the wealth management industry. Apply directly to start a discreet conversation.Garry Executive Search is dedicated to providing exceptional recruiting services to wealth management firms. We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply.