Our client, an established financial services firm seeking a Client Services Associate to support a team of advisors and high-net-worth clients. This individual will provide client service, account administration, operational support, and relationship management within a wealth management environment. Must have FINRA Series 7 and 66 Licenses Key Responsibilities Support new client onboarding and account opening processes. Maintain accurate records within CRM and internal systems. Process account maintenance requests and profile updates. Support trade-related activities and account servicing as needed. Handle cash movements, transfers, and related account transactions. Assist with client reporting, billing support, and operational projects. Prepare client documentation and operational forms. Serve as a point of contact for client inquiries and issue resolution. Collaborate with compliance and operations teams regarding regulatory matters. Build and maintain relationships with high-net-worth clients.
Qualifications:
Bachelor's degree preferred. 2+ years of experience in wealth management, private banking, financial advisory support, or a related financial services environment. Experience supporting financial advisors and affluent clients. Familiarity with account opening, transfers, client servicing, and operational workflows Proficiency with Microsoft Office and CRM platforms. Experience with wealth management technology systems preferred. MUST HAVE FINRA SERIES 7 AND 66 LICENSES
