Client Service Associate

Job Description Summary

Job Description

The Client Service Associate is a highly visible, client-facing role responsible for supporting advisors and delivering an exceptional service experience to clients. This individual will serve as a primary point of contact for many client requests while helping manage operational, administrative, and account-related activities.

The ideal candidate is detail-oriented, organized, energetic, and positive, with the ability to communicate clearly and professionally. Success in this role requires strong judgment, excellent follow-through, the ability to prioritize competing responsibilities, and a genuine desire to learn and grow within the financial services industry.

• Provide exceptional service to clients through phone, email, and in-person interactions.
• Build positive relationships through timely follow-up and proactive communication.
• Serve as a trusted resource for client questions and routine account requests.
• Ensure a welcoming and professional client experience at every interaction.

• Assist with client onboarding and account opening processes.
• Process money movement requests accurately and efficiently.
• Accept and process client trade requests in accordance with firm policies and procedures.
• Execute daily operational and administrative tasks supporting client accounts.
• Prepare, process, and track account paperwork.
• Maintain accurate client records and documentation.

• Assist advisors with client meeting preparation and follow-up.
• Coordinate and manage small projects and action items.
• Track outstanding requests and ensure timely completion.
• Help identify opportunities to improve workflows and operational efficiency.
• Support the day-to-day needs of a growing wealth management practice.

• Previous experience in wealth management, financial services, banking, or a client service environment.
• Experience working with confidential client information.
• Familiarity with investment accounts and financial industry operations is a plus but not required.

• Strong attention to detail and commitment to accuracy.
• Excellent verbal and written communication skills.
• Professional, pleasant, and confident presence with clients.
• Strong organizational and prioritization abilities.
• Proven ability to manage multiple responsibilities simultaneously.
• Sound judgment and problem-solving skills.
• Consistent follow-through and accountability.
• Positive attitude and team-oriented mindset.
• Energetic, proactive, and eager to learn.
• Ability to work independently while contributing to a collaborative team environment.

• Clients receive prompt, accurate, and professional service.
• Administrative and operational tasks are completed efficiently and accurately.
• Follow-up commitments are consistently met.
• Advisors are well-supported and able to focus on serving clients.
• The office operates smoothly, and clients feel valued and cared for throughout every interaction.

This position is ideal for someone who enjoys balancing client interaction with operational responsibilities and wants to build a long-term career within a relationship-focused wealth management practice.