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.