Client Service Associate

A leading regional wealth management firm is seeking a polished and relationship-driven Client Service Associate to join its growing team supporting high-net-worth individuals, executives, and family office clients. This is an incredible opportunity to join a highly respected organization known for its collaborative culture, strong leadership, and commitment to long-term employee growth and development.

This role sits at the intersection of client service, operations, and relationship management, offering the opportunity to become a true strategic partner to Financial Advisors while gaining broad exposure across the wealth management business. The firm offers a team-oriented environment where employees are empowered, supported, and genuinely valued, with leaders who prioritize mentorship, internal mobility, and career progression.

The ideal candidate is proactive, detail-oriented, and thrives in a fast-paced, white-glove client environment. This individual will play a critical role in delivering an exceptional client experience while contributing to the continued growth and operational excellence of the organization.

Key Responsibilities

• Partner closely with Financial Advisors to support client relationships and daily operational needs
• Coordinate and execute new account onboarding, including SMA and alternative investment accounts
• Manage cash balances, asset transfers, and account maintenance activities
• Monitor custodian platforms (e.g., Schwab, Fidelity) for alerts, discrepancies, and NIGOs
• Ensure all KYC and compliance requirements are met and properly documented
• Serve as a liaison across internal teams, including operations, marketing, and client support functions
• Maintain and update client records within CRM systems (e.g., Salesforce)
• Support advisors with calendar management, meeting preparation, and follow-up materials
• Assist with trade execution and liquidity management activities
• Contribute to process improvements and operational efficiencies as the business continues to scale

Qualifications

• Bachelor's degree required
• 2–3 years of experience in wealth management, financial services, or client service operations
• Experience working with custodian platforms such as Schwab or Fidelity
• Strong understanding of KYC, compliance, and financial industry standards
• Excellent organizational skills with the ability to manage multiple priorities
• Strong communication skills (written and verbal) with client-facing confidence
• High attention to detail and strong risk awareness mindset
• Proficiency in Microsoft Office Suite

Preferred

• Experience with Salesforce or CRM platforms
• Series licenses (not required but considered a strong plus)

What You'll Bring

• A proactive, team-first mentality with strong integrity and professionalism
• Ability to thrive in a fast-paced, deadline-driven environment
• Strong project management and follow-through skills
• A passion for delivering exceptional client service and building trusted relationships
• Desire to grow long-term within a highly collaborative and people-focused organization

This is an outstanding opportunity for someone looking to build a long-term career within wealth management while joining a close-knit, high-performing team that truly values culture, collaboration, and professional growth.