Client Service Associate (No License Required

Job Description

Job Description

Position Overview

Hennion & Walsh is seeking a motivated and detail-oriented Client Service Associate to join our growing financial services team. This role is ideal for someone looking to build a long-term career in wealth management and client service within a collaborative, team-oriented environment.

The Client Service Associate will work closely with financial advisors and fellow service team members to support clients with account servicing, operational requests, paperwork processing, and day-to-day client communications. No securities licenses are required for this role.

Position Key Responsibilities

• Support financial advisors and clients with account servicing and operational requests
• Process asset transfers, money movement requests, account paperwork, and estate documentation
• Answer inbound client service calls and respond to account-related inquiries professionally and promptly
• Prepare and distribute account documents, forms, and new account packages
• Maintain accurate client records and assist with account maintenance updates
• Process incoming and outgoing mail and assist with administrative tasks as needed
• Collaborate closely with internal departments and service team members to ensure a seamless client experience
• Prioritize multiple tasks in a fast-paced office environment while maintaining strong attention to detail

Position Must Haves

• Strong communication and interpersonal skills
• Excellent organizational skills and attention to detail
• Professional, positive, and team-oriented attitude
• Ability to multitask and manage responsibilities efficiently

Page Break

• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Strong work ethic and willingness to learn
• Bachelor’s Degree preferred
• 1–3 years of client service, administrative, banking, or financial services experience preferred

Position Preferences (if applicable)

• Prior experience working in a financial services, banking, insurance, or wealth management environment
• Experience handling client accounts, operational processing, or financial paperwork
• Interest in long-term career growth within the financial services industry

Benefits

• Competitive compensation
• Full medical and dental benefits
• 401(k) plan with company match
• Paid time off and holidays
• Supportive and collaborative team environment
• Opportunity for career growth within a growing financial services firm
• Training and mentorship from experienced professionals

The base salary range for this position is $45,000-$60,000 per year. Please note this role requires in-person attendance.

Placement in the range will vary based on job responsibilities and scope, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position may also include other variable compensation and benefits including health benefits, 401(k) plan and paid time off.

Join us at Hennion & Walsh, where your dedication, skills, and passion for client service will be recognized and rewarded. Apply now and be a part of our success story!