Client Service Associate

About Us

We are a top, nationally recognized, boutique Wealth Management firm looking for a warm, friendly, detail-oriented, self-starter and “go-getter” to join our rapidly growing team.

We’re hiring a Client Service Associate to support an advisor and their clients. This role is focused on communication, coordination, and follow-through, making sure client work moves smoothly across advisors, planning, and investment operations. It’s an execution and client-facing operations role for someone who enjoys ownership, organization, and keeping things on track.

Role/Responsibilities:

• Monitor a shared inbox for your advisor pod and respond or route items appropriately


• Schedule client meetings and manage advisor calendars using our scheduling system


• Keep clients and advisors updated on the status of recommendations, onboarding, and service requests


• Facilitate client onboarding calls (information gathering and account opening paperwork)


• Submit account requests to our investment operations team and track progress through completion


• Help verbally confirm client money movements and route requests appropriately


• Monitor incoming cash alerts for assigned clients


• Review meeting notes to ensure documentation is complete


• Track advisor follow-ups and confirm action items are completed after meetings


• Create and maintain tasks for planning and operations teams


• Maintain clean, accurate CRM records for your client group

How we’re structured

• This is a pod-based role, supporting a defined group of advisors and clients


• Work is coordinated across advisors, planning, and investment operations with clear handoffs


• You’ll have ownership of your lane and the autonomy to manage priorities day to day

Experience/Requirements:

• 2-4+ years of experience in advisor support, client service, or operations within wealth management or financial services


• Strong organization and follow-through


• Clear, professional communication with clients and internal teams


• Comfortable working across multiple systems (CRM, scheduling tools, document management)


• Experience with custodians like Schwab, Fidelity, or Pershing is preferred

Compensation & benefits

• $55,000–$80,000 total comp, depending on experience


• Bonus potential and benefits


• Collaborative team environment with clear roles and expectations

Why Join Us

We believe in growing with purpose, not just for our clients, but for our team. You’ll be part of a supportive, mission-driven culture that values collaboration, work-life balance, and professional development.