Client Services Associate

Description:

Founded in 1991, Dodds Wealth is a privately owned Registered Investment Advisor dedicated to delivering exceptional personalized service to a select group of clients using a disciplined, team-based approach. For more than three decades, we have built our reputation on preparation, process, and long-term client relationships.

Position Summary

Dodds Wealth is seeking a Client Services Associate to support our mission of delivering thoughtful, proactive wealth management and an exceptional client experience.

This role exists to ensure daily operational processes are executed accurately and will assist our financial advisor team and clients, through direct and indirect client service requests. The Client Services Associate is responsible for creating new accounts, manage move money transactions, portfolio rebalancing and account transfers and works closely with our operational team to ensure client service excellence. Our team leverages AI and technology tools to audit workflows, identify inefficiencies, and maintain a high standard of operational accuracy.

This position is ideal for an individual who has a strong customer service mindset, is solutions oriented and motivated to contribute positively to a high-performing, team-based environment.

Key Responsibilities

• Support daily operational activities including account opening, account maintenance, money movement, and documentation processing.
• Assist advisors and client service team members in preparing client materials and ensuring timely follow-up on requests.
• Help ensure trading support tasks and reporting activities are completed accurately and on schedule.
• Maintain accurate client records and documentation across firm systems.
• Provide backup support across operational functions to ensure continuity of service.
• Collaborate with team members to troubleshoot challenges, promote cross-training and improve overall operational effectiveness.

Requirements:

Qualifications & Skills

• Bachelors degree in Business, Finance, or related field preferred.
• 1-3 years of experience in financial services, banking, operations, or client service (or equivalent professional experience).

Skills & Attributes:

• Ability to anticipate needs, take initiative, and follow through to resolution.
• Clear communicator who works well in a collaborative environment.
• Ability to manage multiple tasks and prioritize effectively.
• High level of integrity and commitment to client service excellence.

Technical & Software Experience:

• Proficiency in Microsoft Office (Outlook, Word, Excel).
• Comfort learning and using CRM systems and financial platforms.
• Interest in leveraging technology including emerging AI tools to enhance workflow efficiency and accuracy.
• Prior experience with financial services systems is a plus but not required.

Compensation & Benefits

• Salary disclosure: annual salary of $65,000 - $80,000 . Final offer amount is determined by factors including years and depth of candidates experience, certifications and skill set alignment to the job requirements.
• 100% coverage of employees medical, dental and vision insurance
• Life, accident & disability insurance
• 401K plan with 3% annual employer contribution eligible after 90 days
• 16 days Paid Time Off and Sick Time
• 9 or more paid holidays each year
• Flexible spending account
• Parental leave
• Enjoy a thoughtfully designed workplace with premium onsite amenities, including coffee and snacks, complimentary dry cleaning, paid parking, a fitness center, golf simulator, and a modern office environment.

Dodds Wealth is a fiduciary-focused wealth management firm committed to complying with all applicable federal and state laws and regulatory requirements. Certain positions may require securities registration, background checks, and ongoing licensing or continuing education. Dodds Wealth is an Equal Opportunity Employer and makes all employment decisions based on qualifications, merit, and business needs, without regard to any characteristic protected by applicable law.

Compensation details: 65000-80000 Yearly Salary

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