Client Service Associate – Wealth Management (Operations Focus)
We are partnering with a growing, well-established wealth management firm seeking a Client Service Associate to support operations, account management, and client service functions. This is a detail-driven, high-responsibility role working behind the scenes to ensure client accounts and documentation are handled accurately and efficiently.
This opportunity is ideal for someone who enjoys operations work, takes pride in accuracy, and thrives in a fast-paced environment with minimal bureaucracy.
Key Responsibilities
Manage new client onboarding, including account opening and asset transfer paperwork
Process account maintenance requests such as updates, cash movements, and service-related tasks
Coordinate with custodians and internal teams to resolve issues and ensure timely processing
Assist clients with completing documentation (including DocuSign and required forms)
Track multiple workflows across systems (CRM, reporting tools, custodial platforms)
Support operational and compliance-related functions as needed
Maintain a high level of accuracy while managing multiple priorities
Qualifications
3+ years of experience in financial services, banking, mortgage, insurance, or wealth management
Hands-on experience with account documentation, onboarding, or transaction processing
Strong attention to detail with a “get it right the first time” mindset
Ability to work independently with minimal oversight
Comfortable communicating with clients in a professional manner as needed
Highly organized with the ability to manage multiple tasks in a fast-paced environment
Proficiency in Microsoft Office; experience with CRM systems and DocuSign preferred
Compensation & Benefits
Base salary and bonus potential (up to 10%)
Profit sharing plan
100% employer-paid healthcare, including family coverage
401(k) with company match
Stable, long-term opportunity with a collaborative team
Additional Details
Full-time, in-office position
Fast-paced, team-oriented environment
High level of ownership with minimal bureaucracy
If you’re someone who values accuracy, takes ownership of your work, and enjoys supporting clients through operational excellence, we’d love to connect.
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Graham Personnel Services