About Us:
We are a top, nationally recognized, boutique Wealth Management firm looking for a warm, friendly, detail-oriented, self-starter and "go-getter" to join our rapidly growing team. We're hiring a Client Service Associate to support an advisor and their clients. This role is focused on communication, coordination, and follow-through, making sure client work moves smoothly across advisors, planning, and investment operations. It's an execution and client-facing operations role for someone who enjoys ownership, organization, and keeping things on track.
Role/Responsibilities:- Monitor a shared inbox for your advisor pod and respond or route items appropriately
- Schedule client meetings and manage advisor calendars using our scheduling system
- Keep clients and advisors updated on the status of recommendations, onboarding, and service requests
- Facilitate client onboarding calls (information gathering and account opening paperwork)
- Submit account requests to our investment operations team and track progress through completion
- Help verbally confirm client money movements and route requests appropriately
- Monitor incoming cash alerts for assigned clients
- Review meeting notes to ensure documentation is complete
- Track advisor follow-ups and confirm action items are completed after meetings
- Create and maintain tasks for planning and operations teams
- Maintain clean, accurate CRM records for your client group
- How we're structured
- This is a pod-based role, supporting a defined group of advisors and clients
- Work is coordinated across advisors, planning, and investment operations with clear handoffs
- You'll have ownership of your lane and the autonomy to manage priorities day to day
Experience/Requirements:
2-4+ years of experience in advisor support, client service, or operations within wealth management or financial services Strong organization and follow-through Clear, professional communication with clients and internal teams Comfortable working across multiple systems (CRM, scheduling tools, document management) Experience with custodians like Schwab, Fidelity, or Pershing is preferred
Compensation & benefits:- $55,000–$80,000 total comp, depending on experience
- Bonus potential and benefits
- Collaborative team environment with clear roles and expectations
Why Join Us:
We believe in growing with purpose, not just for our clients, but for our team. You'll be part of a supportive, mission-driven culture that values collaboration, work-life balance, and professional development.
