Client Services Associate

Our client, a growing Registered Investment Advisor (RIA) serving high-net-worth clients, executives, and professionals, is seeking a Client Service Associate to support their advisory team. This is a client-facing operational role critical to the firm’s day-to-day service delivery, with responsibility for client requests, account administration, paperwork, and follow-through.

What You'll Do

• Serve as a first point of contact for client service requests, providing accurate and timely support


• Handle account maintenance, including beneficiary updates, registration changes, address changes, and online access


• Prepare distributions, transfers, and other client-requested transactions


• Prepare new account paperwork and track accounts through opening, funding, and asset transfers


• Support new client onboarding, including agreements, custodial forms, account setup, and portal access


• Resolve paperwork and account issues with the custodian and follow them through to completion


• Maintain accurate client records, tasks, and workflows within the CRM


• Coordinate client meetings, scheduling, and follow-up items


• Prepare standard client reports and support quarterly reporting cycles

What We're Looking For

• 1–3 years of client service experience within an RIA, wealth management, or financial services firm


• Custodial experience, particularly with Schwab, is a strong plus


• Strong attention to detail and accuracy


• Excellent organizational skills with the ability to independently track outstanding items and follow through


• Professional and confident communication skills when working with clients


• A proactive mindset and willingness to take ownership of client requests from start to finish