Client Service Associate, Private Wealth

Job Description

Job Description

Client Service Associate, Private Wealth

REPORTS TO:

The Client Service Associate will report directly to the Sr. Advisor as well as to the Managing Director of Investment Operations, or their designee.

POSITION SUMMARY:

The position of Client Service Associate for The Coury Firm’s Private Wealth division (the “Firm”) is a core member of the Wealth team. The Client Service Associate will be responsible for directly supporting the Firm’s Wealth Advisors on all aspects of client administration to ensure accurate and timely execution of client service-related matters. Key duties include account servicing, money movements and cashiering functions, data review and reconciliation, reporting, custodial and counterparty coordination, and general assistance with the Firm’s operational processes, procedures, and internal/external communication.

 

This position will need to work collaboratively with a group of Private Wealth personnel, including but not limited to Advisors, other Client Service Associates, and Senior Management to assist in the delivery of investment management, tax planning, comprehensive financial planning, risk management solutions, estate and succession planning, and other pertinent financial services.

 

RESPONSIBILITIES:

• Assists with client onboarding processes
• Attend meetings if requested and assist with data gathering and meeting notes.
• Assist with maintenance of relationships by responding to questions regarding investment accounts and procedures.
• Interact with clients regarding different types of requests, such as money movement requests, account balances, re-ordering checks, charitable giving confirmations, etc.
• Maintain client information updated in CRM and Document Management system.
• Managing distribution/receipt of clients’ paperwork.
• Utilize CRM to submit/assign tasks, create new contact entries, update existing contact information, utilize the dashboard feature to track tasks, run reports, etc.
• Work with other teams (investment ops, reporting, Advisors, compliance, billing) on items such as preparation of client paperwork, preparing the meeting materials, facilitating various transactions (such as 529 distributions, insurance premium payments requests, etc.), and account maintenance on behalf of our clients.
• Perform Money Movement transactions for accounts with SLOA (standing letter of authorization), or ACH established
• Prepare client letters/emails as needed.
• Manage the calendar; set appointments and meetings for Advisors. 
• Confirm appointments directly with clients via email and/or phone.
• Assist with travel arrangements and trip itineraries as needed.
• Prepare Advisors expense reports to include coding and scanning receipts as needed
• Schedule lunch and dinner reservations for client meetings as needed.
• Perform other duties as and when needed.
• Take ownership, as appropriate, of certain daily functions within client services.

 

QUALIFICATIONS:

A Client Service Associate at the Firm must possess the following qualifications:

 

• Bachelor's Degree, with two or more years related experience
• Series 65 or 66 to be obtained within 180 days of employment
• Knowledge of industry rules and regulations; Schwab or other custodial platform experience is preferred
• Possess exceptional professional verbal and written communication skills, including ability to interface in a professional, cordial, and confident manner
• Demonstrate strong organizational and time management skills to successfully manage multiple projects, workflows, and competing priorities
• Maintain the ability to maintain discretion in handling confidential information
• Ability to collaborate effectively and work well within a team structure
• Ethically driven with an unwavering client commitment
• Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, OneNote
• Proficiency in Portfolio Management Software and CRM systems

 

PROFESSIONAL QUALITIES & FOUNDING PRINCIPLES

The Client Service Associate must possess the following characteristics and principles:

 

• Leadership: The ability to direct and contribute to initiatives and processes within the organization.
• Ethical Practice: The ability to integrate core values, integrity, trustworthiness, and accountability throughout all organizational and business practices.
• Effective Communication: The ability to effectively cooperate and exchange information with stakeholders, staff, and clients.
• Critical Evaluation: The ability to interpret information to make business decisions and recommendations.
• Global & Cultural Sensitivity and Effectiveness: The ability to value and consider the backgrounds and perspectives of all parties.
• Relationship Management: The ability to manage interactions to provide service and to support the organization and its clients.
• Business Acumen:  The ability to understand and apply information that can contribute to the organization's strategic plan.

 

BENEFITS

At The Coury Firm, we believe our people are our greatest asset. We offer a comprehensive and competitive benefits package designed to support your personal, professional, and financial well-being.

 
Our benefits include:  

Competitive base salary with performance-based bonus opportunities

Comprehensive medical, dental, and vision insurance

401(k) plan with company match

Paid time off (PTO) and paid holidays

Continuing education and professional development support

Life and disability insurance

Opportunities for career advancement within a growing, entrepreneurial firm

Collaborative, team-oriented work culture 

FOUNDING PRINCIPLES
Unwavering Integrity - be ethical in everything you do

Tenacious work ethic - Always be prepared and one step ahead

Selfless Service - Act with selflessness, caring humility and passion

Strong Leadership - Do what is right, and not just what is easy 

Devotion to Education - Be committed to personal client continued education

 
OUR CULTURE
At The Coury Firm, we foster a collaborative, entrepreneurial environment where team members are empowered to take initiative, think strategically, and grow both personally and professionally. We believe in a hands-on, client-focused approach rooted in trust, transparency, and excellence. Every team member plays a critical role in delivering exceptional outcomes for our clients.

 
Equal Opportunity Employer
The Coury Firm is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are made based on qualifications, merit, and business needs, without regard to race, religion, gender, age, disability, or any other protected status.

 
Ready to take the next step in your career with a firm that values excellence, collaboration, and long-term growth? Apply today.