Client Services Associate

Trinity Financial Strategies is a growing independent wealth management firm dedicated to helping individuals, families, and business owners achieve their financial goals through personalized advice and long-term relationships. We pride ourselves on delivering exceptional client service while providing comprehensive financial planning and investment management. As a boutique advisory firm, we offer a collaborative environment where every team member plays an important role in delivering an outstanding client experience and contributing to the firm's continued growth. Position Overview We are seeking a highly organized, detail‑oriented, and personable Client Service Associate to join our team. This role is ideal for someone who enjoys working with people, thrives in a fast‑paced environment, and takes pride in delivering an exceptional client experience. The Client Service Associate will serve as a key member of our team by supporting advisors, coordinating client communications, managing day‑to‑day office operations, and helping ensure every client interaction is seamless and professional. The ideal candidate is proactive, enjoys building relationships, and is committed to providing exceptional service while supporting the continued growth of our firm. Responsibilities Serve as a primary point of contact for clients, providing prompt, professional, and personalized service. Schedule client meetings and manage advisor calendars. Prepare paperwork and assist with account opening, transfers, and maintenance. Coordinate client onboarding and follow‑up communications. Maintain accurate client records and documentation. Assist with meeting preparation and follow‑up tasks. Answer incoming phone calls and respond to client inquiries professionally. Coordinate office operations and administrative responsibilities. Collaborate with advisors and team members to continuously improve client service and internal processes. Assist with special projects and initiatives as the firm continues to grow. Qualifications Strong organizational and time management skills. Excellent verbal and written communication skills. Exceptional attention to detail. Ability to manage multiple priorities simultaneously. Positive attitude with a client‑first mindset. Ability to maintain confidentiality and exercise discretion when handling sensitive client information. Proficiency in Microsoft Office (Word, Excel, Outlook); experience with CRM or financial services software is a plus. Prior administrative, client service, or financial services experience is preferred but not required. Compensation & Benefits Base salary: $55,000–$70,000, commensurate with experience and qualifications. Candidates with significant wealth management or financial services experience may be considered for compensation above the posted range. Performance‑based bonus opportunity. 401(k) plan with employer match. Profit‑sharing plan. Health insurance benefits. Paid time off and company holidays. Ongoing professional development and opportunities for long‑term career growth within a growing wealth management firm. Why Join Trinity Financial Strategies? At Trinity Financial Strategies, you'll become part of a collaborative, client‑focused team that values professionalism, integrity, and exceptional service. As our firm continues to grow, you'll have the opportunity to make a meaningful impact while building a long‑term career in the wealth management industry. We believe in investing in our people by providing mentorship, professional development, and opportunities for advancement in a supportive, team‑oriented environment. If you're looking for an opportunity to join a growing wealth management firm where your work will make a meaningful impact, we'd love to hear from you. #J-18808-Ljbffr Trinity Financial Strategies