Client Service Associate (unlicensed) - Wealth Management

We are seeking a motivated and detail-oriented Client Service Associate to join our team. This role is integral in supporting our wealth advisors and ensuring a seamless experience for our valued clients. The ideal candidate will have strong organizational skills, a customer-centric mindset, and experience in the financial planning industry.

$45,000 - $55,000 annually

• Management of advisors' calendars, including scheduling of business & client meetings
• Serve as the primary point of contact for client inquiries, ensuring prompt and professional responses; answer the main business line
• Assist wealth advisors by preparing and organizing client documentation to ensure smooth and efficient meetings
• Maintain up-to-date client records in our database
• Assist clients with technical issues
• Perform data entry in financial planning software
• Take stewardship of community involvement, sponsorships, & events
• Prepare and process client paperwork

• High level of personal responsibility and ability to work independently in a remote setting
• Enhanced communication skills to effectively bridge the remote work gap and maintain strong client and team relationships
• Bachelor’s degree (required) in finance, business administration, or a related field (preferred)
• 1-3 years of experience in a financial services role
• Strong communication and interpersonal skills with a client-first attitude. Excellent phone skills are a must
• Close attention to detail and excellent organizational skills.
• Proficiency in Microsoft Office Suite and experience with CRM software are a plus.

We are a growing financial planning firm dedicated to helping individuals and families achieve their financial goals. We specialize in helping clients manage inheritances, providing expert guidance to ensure their financial future is secure. We pride ourselves on delivering personalized, high-quality financial advice and exceptional client service. Our team is committed to integrity, professionalism, and excellence in everything we do. Community involvement is a cornerstone of our values, and we take pride in actively supporting and engaging with the communities we serve.

Benefits

• W-2 employment status
• Twelve (12) paid company holidays with a year-end extended winter break
• Opportunities for professional development and growth within the firm.