Financial Client Service Associate

Full-Time | On-Site

Position Summary
We are seeking a Financial Client Service Associate to support investment operations, client service, and account administration. This role is a key member of the investment team and is responsible for ensuring a seamless and high-quality client experience. The ideal candidate brings strong work ethic in a team environment, excellent attention to detail, and the ability to manage tasks and priorities in a fast-paced environment.

You will work closely with advisors and internal partners, serving as a trusted client resource and helping drive operational excellence across the firm.

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Responsibilities

• Oversee day-to-day investment operations, including account administration, trading support, and transaction processing.

• Manage client onboarding, including account openings, documentation, and compliance requirements.

• Maintain strong, ongoing client relationships and provide timely, high-touch service.

• Coordinate money movement, transfers, and account servicing requests with accuracy and care.

• Prepare proposals, reporting packages, and meeting materials for client presentations.

• Collaborate across advisory and operations teams to improve workflows and elevate the overall service experience.

• Identify and implement opportunities for process improvement and efficiency.

• Track and manage operational tasks to ensure timely and accurate completion.

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Qualifications

Required

• Bachelor’s degree in Finance, Business, Economics, or related field preferred or equivalent experience.

• Experience in private wealth management, financial services, or professional services .

• Exceptional attention to detail, communication skills, and client service orientation.

• Ability to take initiative, manage competing priorities, and work collaboratively as part of a team.

Preferred / Bonus

• Series 7 and 66 or progress toward or interest in CFP® certification.

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Compensation & Benefits

• Salary Range: strong base with incentive compensation

• Medical, Dental & Vision Insurance

• Paid Time Off

• Additional employer-provided benefits