Client Service Associate

Our client, a mission-driven wealth management firm, is seeking a highly organized and detail-oriented Client Service Associate to join their team. This role is essential for supporting both the firm’s clients and internal team, with duties that blend executive assistance, client service, and marketing support. The ideal candidate is passionate about community impact, highly attentive to detail, and able to thrive in a fast-paced environment.

Key Responsibilities

• Provide exceptional service by onboarding new clients and managing ongoing client relationships.
• Serve as the primary point of contact for client inquiries on behalf of the advisor, determining the appropriate course of action.
• Offer concierge-level service to clients, managing communication preferences and keeping them updated on their financial plans and investment accounts.
• Track and bring to completion all open client items, ensuring timely follow-through.
• Organize client meetings, prepare documentation, and maintain accurate client records.
• Maintain client files and database, keeping records updated with life events and changes.
• Manage and update Wealthbox CRM to ensure efficient client information management and seamless internal communication.
• Coordinate and send out client gifts, cards, and personalized communications to celebrate special moments and milestones.
• Support marketing efforts, including the use of tools like Canva and Constant Contact, to create client-facing materials and campaigns.
• Handle administrative tasks and executive support functions for the team, including preparing client files before meetings, and following up on client related tasks.
• Assist with annuity processes and paperwork, ensuring compliance and timely completion.
• Liaise between the advisor, clients, and back-office team, proactively resolving issues, concerns, and requests.
• Uphold the firm's mission and community-focused values, engaging with initiatives that support these goals.

Qualifications

• Bachelor’s degree preferred.
• Minimum of 5 years of experience in a client service role, ideally within the financial services or wealth management industry.
• Proficient in eMoney or comparable financial planning software; experience with Pershing/BNY Mellon custodian is a major plus.
• Familiarity with annuities and related processes is a plus.
• Proficient in Canva, Constant Contact, or similar marketing tools.
• Strong organizational skills and attention to detail.
• High emotional intelligence and relationship management skills.
• Excellent communication skills, both written and verbal.
• Resourceful, proactive, and process-driven, with the ability to multi-task and manage multiple priorities.
• Mission-driven, with a passion for community impact and client care, embodying the firm’s vision as a brand ambassador.

Compensation & Benefits

• Base Salary: $80,000 - $100,000
• Competitive benefits package, including health and wellness options.
• Opportunity to work in a mission-aligned firm that values community and client relationships.
• Professional development and growth opportunities within the firm.