Client Service Associate

About the role

We are looking for a motivated and detail‑oriented Client Service Associate to be the primary point of contact for our advisors and their clients. This full‑time, on‑site position supports a seamless client experience in a fast‑paced wealth‑management environment.

Key responsibilities

• Serve as the main contact for advisors and clients, handling inquiries and providing accurate information.
• Assist with account setup, transaction processing, and client service requests.
• Identify and resolve client issues, ensuring satisfaction and effective solutions.
• Coordinate with financial advisors and team members to maintain consistent service delivery.
• Maintain and update client records to meet regulatory compliance.
• Generate and review reports related to client accounts and activities.

Required profile

• At least 1 year of experience in client service or administration, preferably in wealth management or financial services.
• Will obtain required licensing (Series 6, 63, 65, SIE, State Life & Health) within 6 months of hire.
• Bachelor’s degree in finance, business, or related field preferred but not required.
• Exceptional communication and interpersonal skills for building strong client relationships.
• Collaborative mindset with a commitment to team success.

Required skills

• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Experience using CRM systems or other financial software.

What we offer

• Core benefits: medical with HSA/FSA options, dental and vision coverage.
• Retirement plan: 401(k) with generous company match, personal financial planner, unique investment options.
• Team culture: supportive colleagues and a positive work environment.
• Time off: 4 weeks paid vacation, 12 paid holidays, and 2 days for community giving.