We are seeking an experienced, polished, and highly organized Client Services Associate to join our growing wealth management practice. This role will serve as a key partner to the advisor and play an essential part in delivering an exceptional client experience.
This is not an entry\-level administrative role. We are looking for someone with 5\+ years of experience in financial services who understands the pace, detail, and professionalism required in a client\-facing advisory business. The right person will be proactive, dependable, detail\-oriented, and committed to helping keep the practice running smoothly.
What You’ll Do
Provide high\-level administrative and operational support to the advisor
Serve as a primary point of contact for client service needs and follow\-up
Assist with account paperwork, transfers, new account opening, and ongoing maintenance
Coordinate meetings, calendars, client reviews, and appointment preparation
Help manage workflows, task tracking, and office organization
Communicate professionally with clients, custodians, and internal partners
Maintain a high standard of accuracy, confidentiality, and responsiveness
What We’re Looking For
Minimum 5 years of experience in financial services required
Strong client service skills and professional communication
Experience supporting a financial advisor or wealth management practice preferred
Ability to manage multiple priorities
Strong attention to detail and follow\-through
Comfort with technology, CRM systems, and financial industry paperwork/processes
Self\-starter with a positive attitude and strong work ethic
Series 7 license is a plus, but not required
Why This Role Matters
This is an opportunity to step into a meaningful role within a growing practice where your experience will be valued and your contribution will have a direct impact. We are looking for someone who takes pride in doing things the right way, enjoys supporting clients at a high level, and wants to be part of a professional, relationship\-driven business.
Pay: $80,000\.00 \- $130,000\.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Work from home
Work Location: In person