Client Service Associate Wealth Management
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Job Description
Client Service Associate – Financial Planning
Our client, is a respected wealth management firm known for delivering exceptional service to every client relationship. They are seeking a polished and detail-oriented Client Service Associate who will ensure all client account activity is handled with care, accuracy, and professionalism. This position plays a key role in supporting advisors and maintaining the high standards clients expect.
Key Responsibilities
- Serve as back up to the Director of First Impressions as needed (to include answering and screening all incoming calls, and front desk coverage)
- Provide administrative support for client account onboarding, including preparation and submission of custodial paperwork.
- Process routine account maintenance — beneficiary changes, address updates, money movement requests, and more — ensuring accuracy and timeliness.
- Maintain organized and complete client records across CRM, custodian software, and internal systems.
- Follow compliance and documentation requirements meticulously in all activities.
- Prepare standard reports and materials in support of client meetings.
- Monitor outstanding items and proactively follow up with clients or custodians to ensure all actions are completed.
- Offer prompt, professional service for basic client inquiries or direct requests to advisors when needed — always reinforcing a high-touch client experience.
- Servicing all Financial Wellness LifeCoach needs
Qualifications
- 1–3- years of administrative or client service experience, preferably in financial services or banking.
- Familiarity with investment account operations or custodial forms is a plus.
- Exceptional attention to detail, with the ability to manage process-driven work efficiently.
- Strong written and verbal communication skills with a polished, client-first demeanor.
- Proficiency with Microsoft Office and comfort learning new systems.
- Dependable, organized, and committed to accuracy.
Who Thrives Here
- Professionals who take pride in delivering an elevated level of service.
- Those who excel in structured environments and enjoy ensuring every detail is handled properly.
- Support-oriented individuals who contribute to a seamless client and advisor experience.
- Measure three times and cut once mentality
- Able to work in a methodical environment, utilizing various workflows, with the ability to adapt to changes as needed.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
