Job description
Job Description Do you take pride in creating a welcoming, organized, and highly professional environment? Do you enjoy interacting with clients while also supporting the behind-the-scenes work that keeps things running smoothly? Do you want broad exposure to the many facets of wealth advisory as the foundation for a career in the industry?
If so, we would love to meet you. We are a growing, client-centric wealth advisory firm that works closely with high-net-worth individuals and families. We are seeking a Client Service Associate to serve as a primary point of contact for clients, help manage the day-to-day flow of our office, and support our team in delivering a seamless and thoughtful client experience.
This role is primarily client-facing and office-focused, with added exposure to operations to support the team and build long-term skills.
KEY RESPONSIBILITIES
Client Service and Fostering Relationships Serve as a primary point of contact for clients, delivering a warm, professional, and responsive experience Welcome clients and help curate a polished, comfortable office environment Manage the day-to-day flow of the office, ensuring organization, preparedness, and attention to detail Coordinate meeting logistics, including scheduling, organizing materials, and overall client readiness Provide prompt and thoughtful responses to client questions and service needs Operational Support Support workflow tracking to ensure action items are completed accurately and on time Assist with account openings, transfers, money movements, and other financial operations Provide administrative support to the advisory team, including document preparation and data management Maintain accurate and complete client records Assist with compliance tasks and documentation in alignment with regulatory requirements Internal Collaboration and Firm Support Help ensure the office operates smoothly and consistently day to day Collaborate with team members to maintain high service standards Identify opportunities to enhance efficiency and elevate the client experience Assist with special projects as the firm grows and evolves WHO YOU ARE Experience At least one year of experience in financial services or a related professional environment preferred Education and Skills Bachelor’s degree is preferred Strong attention to detail and a commitment to accuracy Excellent written and verbal communication skills Ability to learn new systems and technologies quickly Warm and professional interpersonal skills, with a “client-first” mindset Highly organized, reliable, and proactive Attributes Enjoys being client-facing while also supporting behind-the-scenes operations Takes ownership of the office environment and overall client experience Comfortable managing multiple responsibilities Takes pride in delivering high-quality service Interested in long-term career within the wealth management industry WHY JOIN US?
Impactful Work Play a central role in shaping how clients experience our firm, from the moment they walk in to every interaction that follows. Strong Culture Join a collaborative, client-focused team where your work is valued and your contributions meaningfully impact both clients and the firm. Growth Opportunity Gain exposure to both client relationship management and financial operations, with a clear path for development within the firm.
Competitive Compensation Salary plus incentive pay, professional development support, and benefits.