Client Services Associate

Our client is seeking a detail-oriented Client Service Associate to support our team in delivering an exceptional client experience. This role is central to day-to-day client operations, from onboarding and account maintenance to preparing for client meetings and ensuring seamless communication across the team.

Key Responsibilities

• Serve as a primary point of contact for client service requests, including account inquiries, transfers, and documentation


• Prepare client meeting materials, including performance reports, account summaries, and agendas


• Process account opening, transfer, and maintenance paperwork accurately and in a timely manner


• Coordinate with custodians and third-party providers to resolve account issues


• Maintain and update client records in the CRM system


• Assist advisors with scheduling, follow-ups, and client communication


• Monitor deadlines related to required client documentation, compliance filings, and account reviews


• Support the onboarding process for new clients, ensuring a smooth transition


• Identify opportunities to improve internal workflows and client service processes

Qualifications

• 2+ years of experience in a client-facing role within wealth management, financial planning, or investment advisory services


• Strong organizational skills with close attention to detail


• Excellent written and verbal communication skills


• Ability to manage multiple priorities in a fast-paced environment


• Series 7/63/65 licenses are a plus, but not required