Client Service Associate

Job Description


Client Services Associate

Where Precision Meets Purpose in a Firm Built on Legacy, Expertise, and Design

At Integrity Advisors Pension Consultants, the Client Services Associate is more than an operations role - it's the connective tissue of the entire client experience. You'll be the trusted point of contact who ensures every request, update, and interaction is handled with accuracy, warmth, and follow-through. Your work directly supports our advisors, empowers our clients, and strengthens a 60-year legacy of excellence in pension and tax strategy.

If you thrive in a role where detail matters, relationships matter, and your work truly impacts people's financial futures, you'll feel right at home here.

Why Build Your Career With Integrity Advisors Pension Consultants?

A Family Firm With a Singular Philosophy: Staying Current Changes Everything.

For more than six decades, our family has specialized in one niche: designing advanced retirement and tax strategies for closely held business owners. We don't chase products - we engineer solutions. Our founder, Salvatore Gaglio, built this firm on the belief that the greatest opportunities in retirement planning live in the design , not the sales pitch. His children and grandchildren continue that mission today.

Joining us means joining a firm that is:

• Deeply specialized
• Proudly family-run
• Committed to precision, compliance, and long-term client relationships
• Known for translating complex tax and pension design into meaningful outcomes

You won't be a cog in a corporate machine - you'll be a valued member of a tight-knit team with a shared purpose.

What You'll Do:

Account Opening

• Coordinate and process new account applications with accuracy and compliance.
• Partner with custodians and internal operations to ensure smooth onboarding.
• Maintain clean, organized, and up-to-date CRM and document records.

Money Movement

• Execute wires, ACH transfers, journals, and distributions with precision.
• Confirm all required authorizations and safeguard client assets.
• Track pending transfers and keep clients and advisors proactively informed.

Meeting Preparation

• Build polished, comprehensive meeting packets and performance reports.
• Manage advisor calendars and coordinate client meeting logistics.
• Research accounts and prepare background summaries to elevate every discussion.

Daily Client Servicing

• Serve as a responsive, professional first point of contact for clients.
• Resolve routine service issues independently and escalate when needed.
• Follow up diligently on open items and ensure nothing falls through the cracks.
• Support new client onboarding and help clients understand their accounts.

What Makes You a Great Fit

Knowledge & Skills

• Experience in wealth management, brokerage, banking, or financial services.
• Ability to stay composed and effective in a fast-moving advisory environment.
• Exceptional multitasking and prioritization skills - you know what needs attention now and what can wait.
• A collaborative, solutions-oriented mindset.
• Impeccable attention to detail and documentation accuracy.

Education

• Bachelor's degree required.

Experience

• 2-3 years in financial services preferred.

Licensing

• SIE, Series 7, and Series 65 preferred.

**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.