Client Service Associate

Client Service Associate — Altus Wealth Group We're a growing Registered Investment Advisory firm where we work hard for our clients — and have a lot of fun doing it. You'll be the primary point of contact for people who trust us with their life savings, and the person who keeps our client facing operations running smoothly. If you love building relationships, thrive in a fast-paced environment, and take real pride in getting the details right, this role was made for you. What you'll do Youll manage and nurture client accounts, coordinate across internal teams, and be the go-to resource for clients and colleagues alike. Day to day, that looks like CRM management, scheduling, drafting correspondence, supporting onboarding, prepping reports, and keeping records accurate and compliant. You'll also play a real role in marketing outreach, identifying opportunities for account growth, and using client feedback and performance data to sharpen how we serve people. We look to our client service team to drive efficiency — so if you love improving how things work, you'll have room to do exactly that. Qualifications You're detail-oriented but never lose sight of the big picture. You communicate clearly, stay organized under pressure, and genuinely enjoy being the person others can count on. Experience with MS Office and Adobe is expected; familiarity with Orion Advisor, Redtail, or Schwab platforms is a nice bonus — but absolutely not required. Same goes for financial planning experience or a background in financial services. We'll invest in training the right person. Within your first 3 months, you'll sit for the Series 65 Uniform Investment Advisor Law Exam. We cover all study materials and prep classes — it's a real career credential, and we're glad to help you earn it. Benefits We're a team that celebrates each other — wins, birthdays, holidays, and everything in between. We support each other's personal goals, share lunch together a few times a week, and genuinely enjoy showing up to work. This is a full-time role with competitive pay, strong benefits, and room to grow your expertise in CRM systems, data-driven relationship management, project coordination, and financial services. If you're motivated, curious, and ready to be part of something that matters to real people, we'd love to meet you. #J-18808-Ljbffr