Client Service Associate

Our client is a small, boutique wealth management firm known for providing personalized financial planning services. They are looking to add a Client Service Associate to their team. The firm offers a close-knit, collaborative team environment and places a high value on integrity, service, and long-term client relationships.

Salary/Hourly Rate:

$100k
Bonus eligible up to 10% of base salary, discretionary, and tied to performance 

Position Overview:

Our client is seeking a Client Services Associate to support their Wealth Management team. This person will play a key role in client interaction, account administration, and operational support. The ideal candidate is personable, organized, detail-oriented, and enjoys working in a small team environment. This opening is due to a retirement and offers room for increased responsibility and compensation over time.

Responsibilities of the Client Service Associate:

• Serve as a daily point of contact for clients regarding financial planning matters.
• Support account setup, trade processing, and documentation workflows.
• Manage both digital and paper-based client records and communications.
• Collaborate with senior associates to deliver exceptional service and ensure accuracy.
• Utilize Microsoft Office and Redtail CRM (training provided on CRM).

Required Experience/Skills for the Client Service Associate:

• Minimum 2 years of experience in wealth management, financial services, or a related field.
• Proficient in Microsoft Office (Word, Excel, Outlook, etc.).
• Strong interpersonal and communication skills.
• Comfortable working onsite in a small, team-oriented office.

Preferred Experience/Skills for the Client Service Associate:

• Experience using Redtail CRM (not required. Training provided).
• Experience supporting financial advisors or planners.

Education Requirements:

• Bachelor’s degree is required.

Benefits:

• Medical insurance (employee premiums 50% covered at Gold level; no dental or vision).
• 401(k) with 3% automatic company contribution, regardless of participation.
• Profit sharing up to an additional 7%.
• Paid Time Off: 10 vacation days, 5 sick days, and 14 stock market holidays.
• Small team atmosphere with opportunities for career growth in responsibility and compensation.

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EOE/M/F/D/V/SO