Client Service Associate (Wealth Management)
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Overview
Compensation
$40,000-$50,000/year
Job Description
About Kinetic Wealth:
Kinetic Wealth is a growing wealth management firm dedicated to helping individuals and families achieve their financial goals through personalized financial planning and investment guidance. We pride ourselves on delivering a high level of service and building long-term client relationships.
Position Overview:
Kinetic Wealth is seeking a detail-oriented and client-focused Client Service Associate to support our advisors and help deliver an exceptional client experience.
This role combines client service, operational support, and administrative coordination within a wealth management environment. The ideal candidate has experience working in a financial services firm and understands the processes involved in client onboarding, account servicing, and advisor support.
Applicants should have prior experience working in a financial advisory, wealth management, brokerage, or banking environment.
Day-to-Day Responsibilities:
In this role, you will:
- Respond to client service requests and assist with account-related inquiries.
- Help onboard new clients and prepare account opening paperwork.
- Coordinate account transfers, distributions, and other service requests.
- Schedule client meetings and prepare meeting materials for advisors.
- Maintain accurate client information in the firm’s CRM system.
- Communicate with custodian to complete account requests.
- Prepare reports, correspondence, and documentation using Microsoft Office.
- Track follow-ups and ensure client service tasks are completed promptly.
- Maintain organized client records and documentation.
Required Qualifications:
- At least 3 years of experience working in financial services (RIA, wealth management firm, broker-dealer, or bank).
- Strong written and verbal communication skills.
- Excellent organizational and time-management abilities.
- High attention to detail and accuracy.
- Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint).
- Ability to work independently and manage multiple priorities.
- Professional and client-service-oriented mindset.
Preferred Qualifications:
- Experience working in a wealth management or financial planning firm.
- Familiarity with custodial platforms such as LPL Financial Schwab, Fidelity, or Pershing.
- Experience using a CRM system (Redtail, Wealthbox, Salesforce, etc.).
Compensation:
- Salary range: $40,000 – $50,000 annually, depending on experience.
- Opportunity for growth within a growing wealth management firm.
- Professional and collaborative work environment.
How to Apply:
Please submit your resume and a brief cover letter describing your experience in financial services and your interest in the role.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
FAQs About Client Service Associate (Wealth Management) Jobs at Kinetic Wealth Investment Advisors LLC
What is the work location for this position at Kinetic Wealth Investment Advisors LLC?
This job at Kinetic Wealth Investment Advisors LLC is located in Westlake, OH, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Kinetic Wealth Investment Advisors LLC?
Candidates can expect a pay range of $40,000 and $50,000 per year.
What employment applies to this position at Kinetic Wealth Investment Advisors LLC?
The employer has not provided this information. This may be discussed during the hiring process.
What is the process to apply for this position at Kinetic Wealth Investment Advisors LLC?
You can apply for this role at Kinetic Wealth Investment Advisors LLC either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.