Client Service & Operations Associate

Job Description

About Us

Paramount Financial is a client-focused wealth management practice committed to delivering a high level of service and personalized guidance. We currently manage $850m for over 900 families. As our business continues to grow, we are looking for an organized and service-oriented professional to help support our clients and day-to-day operations.

Position Overview

The Client Service & Operations Associate serves as a key member of the team, ensuring we deliver a best-in-class client experience.

This role is ideal for someone who enjoys building relationships, staying organized, solving problems, and providing outstanding support in a professional office environment.

Responsibilities

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• Serve as a primary point of contact for client needs
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• Prepare and process account paperwork and client documentation
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• Coordinate account openings, transfers, and maintenance requests
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• Maintain accurate client records and database information
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• Support compliance and operational processes
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• Help create a welcoming and professional client experience
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• Identify opportunities to improve office efficiency and workflows
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Qualifications

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• Strong organizational and multitasking skills
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• Excellent verbal and written communication abilities
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• High attention to detail and accuracy
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• Professional and client-focused attitude
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• Proficiency with Microsoft Office and business technology
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• Financial services experience preferred but not required
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• Ability to work independently and as part of a team
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What We Offer

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• Competitive compensation
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• Stable and supportive work environment
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• Opportunity for career growth
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• Professional development and training
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• Meaningful work helping clients achieve their goals
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• Collaborative team culture
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Ideal Candidate

The ideal candidate is someone who genuinely enjoys helping people, takes pride in staying organized, and understands that excellent client service is the foundation of a successful financial planning practice.