Client Service Associate

Our client, a well established and client-focused wealth management firm, is seeking a Client Service Associate to join its growing team. This individual will play a critical role in supporting advisors, delivering an exceptional client experience, and helping ensure the smooth day-to-day operation of the firm. The ideal candidate is detail-oriented, highly organized, and enjoys working across multiple functions. While the role is primarily client service-focused, it also includes operational and administrative responsibilities that contribute to the efficiency and scalability of the practice. Client Service & Relationship Support Serve as a primary point of contact for client service requests and inquiries Facilitate account opening, maintenance, transfers, and other custodial paperwork Coordinate client meetings, prepare meeting materials, and assist with follow-up activities Maintain accurate and up-to-date client records within the firm's CRM and portfolio management systems Support advisors in delivering a high-touch client experience throughout the client lifecycle Operations & Administrative Support Process and track account-related transactions, including transfers, distributions, and beneficiary updates Monitor workflow queues and ensure timely completion of operational tasks Assist with compliance-related documentation and record‑keeping requirements Coordinate with custodians and third‑party vendors to resolve account issues and service requests Identify opportunities to improve internal processes and operational efficiency Support firm-wide projects, reporting initiatives, and other administrative functions as needed Qualifications Bachelor's degree preferred, but equivalent industry experience will be considered 2+ years of experience in wealth management, financial services, banking, or a related client service environment Familiarity with investment advisory operations, account servicing, and custodial platforms is preferred Experience using CRM systems such as Redtail, Wealthbox, Salesforce, or similar platform Strong attention to detail and commitment to accuracy Excellent written and verbal communication skills Ability to manage multiple priorities in a fast‑paced environment Team‑oriented mindset with a willingness to take ownership of tasks and projects Preferred Qualifications Experience working within an RIA, broker‑dealer, family office, or wealth management practice Knowledge of account opening, ACAT transfers, and general advisory operation FINRA licenses or an interest in pursuing industry credentials are a plus, though not required #J-18808-Ljbffr JCW Group