Client Services Associate
JCW Group
Overview:
Our client, a growing RIA, is looking for a Client Services Associate to support advisors and the broader client service team. The ideal candidate will have 5+ years of experience in wealth management or financial services, experience working with HNW clients, and strong operational and client service skills.
Key Responsibilities:
- Support advisors with day-to-day client service and administrative needs.
- Assist with new client onboarding and account opening.
- Prepare and process client paperwork and account documentation.
- Handle account maintenance, cash management, and investment-related transactions.
- Work with custodians and other partners to process client requests.
- Maintain accurate client records and documentation.
Qualifications:
- Minimum 5 years of experience in wealth management, financial services, or a related field.
- Experience working with high-net-worth clients.
- Strong understanding of investment account operations and transactions.
- Strong attention to detail and organizational skills.
- Florida 2-15 insurance license is a plus, but not required.
- Investment and insurance experience is a plus.
Vacancy posted 13 hours ago
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