Client Service Associate

Job Description:

Client Service Associate (CSA)

About Us

For over 40 years, our wealth management firm has guided successful professionals, business owners, individuals, and families through life's most important financial decisions-often spanning multiple generations. We operate with the depth and personalization of a family office, delivering integrated financial, investment, estate, and tax planning through a highly relationship-driven approach.

As a growing firm, we remain committed to the exceptional service, precision, and trust that define our client experience.

The Opportunity

We're seeking a proactive, detail-oriented Client Service Associate to play a key role in supporting our Financial Advisors and Planners while delivering a seamless, high-touch client experience.

This is a hands-on, high-impact position with meaningful exposure to all aspects of a sophisticated, relationship-driven wealth management practice and a clear path for professional growth.

What You'll Do

Client Experience

• Serve as a primary point of contact for client requests with professionalism and responsiveness
• Support onboarding, account openings, transfers, and ongoing account maintenance
• Build strong, trusted relationships through consistent, attentive service

Operations & Support

• Provide day-to-day support to Advisors and Planners
• Prepare and process client documentation across investment, insurance, and planning needs
• Track account activity and service requests to ensure accuracy and timely follow-through
• Maintain detailed records while supporting compliance requirements

Team Coordination

• Organize client data to support financial planning and recommendations
• Coordinate follow-ups from meetings and ensure action items are completed
• Collaborate across the team to deliver a consistent client experience
• Identify opportunities to improve processes and overall efficiency
• Support the firm's integrated tax planning efforts by organizing client information, coordinating with the tax team, and helping ensure planning recommendations are implemented accurately and on time

What We're Looking For

• Bachelor's degree in Business, Finance, or a related field preferred
• 3+ years of experience in client service or operations within a wealth management or financial advisory firm
• Series 7 and 63/65 or 66 licenses required
• Florida Life/Health license preferred
• Strong understanding of financial planning and investment concepts
• Excellent communication and organizational skills
• Exceptional attention to detail and a strong sense of ownership
• A client-first mindset with the ability to manage multiple priorities in a team environment

Why Join Us

• High-Touch, Relationship-Focused Environment - Be part of a firm that prioritizes trust, quality, and personalized service
• Meaningful Work - Support a sophisticated client base with complex financial needs
• Collaborative Culture - Work alongside an experienced, team-oriented group of professionals
• Stability & Longevity - Join an established firm with a long-term mindset focused on both clients and team members
• Growth & Development - Gain broad exposure to wealth management while building your technical expertise and advancing your career over time

Compensation

We offer a competitive and thoughtfully structured compensation package aligned with experience, contribution, and long-term growth within the firm, along with support for ongoing professional development.

Who You Are

You're organized, dependable, and take pride in getting the details right. You thrive in an environment where precision, discretion, and follow-through matter. You enjoy supporting a team while building trusted client relationships, and you are motivated to grow within the wealth management profession over the long term.

If you're looking for a role where your work has a meaningful impact-and where professionalism, trust, and long-term relationships are central to everything you do-we would enjoy speaking with you.