Client Service Associate / Client Relationship & Operations Professional

We are an established independent wealth management and financial planning firm serving successful individuals and families throughout the region.

Our firm has helped clients navigate important financial decisions with professionalism, care, discipline, and long-term perspective. We believe exceptional financial planning is built on trust, thoughtful guidance, responsiveness, and meaningful relationships.

We are seeking a highly organized, proactive, polished professional to become an integral part of our team.

This is not simply an “administrative” position.

This role sits at the intersection of:

• client experience
• relationship management
• operations
• organization
• planning coordination
• and professional support

The right person will play an important role in helping maintain the high standards, professionalism, responsiveness, and personal attention our clients value deeply.

This is an excellent opportunity for someone who:

• enjoys helping others succeed
• takes pride in professionalism and follow-through
• thrives in a collaborative, fast-moving environment
• values meaningful responsibility
• and wants to build a long-term, successful, and financially rewarding professional career

What Makes This Opportunity Different

We are building a long-term team of professionals who believe:

• trust matters
• professionalism matters
• details matter
• consistency matters
• and how clients feel after interacting with our team matters

We believe people do their best work in an environment that values:

• accountability without ego
• professionalism with kindness
• collaboration
• mutual respect
• personal growth
• and shared success

The right candidate will understand that helping clients and teammates succeed creates meaningful opportunities for everyone involved.

This role is ideal for someone who enjoys:

• creating order and calm in busy situations
• helping others feel confident and supported
• solving problems thoughtfully
• managing important details with care
• and being someone others can genuinely rely upon

The work is meaningful, detail-oriented, and occasionally demanding, but highly rewarding for someone who enjoys responsibility, growth, and helping others succeed.

The Right Candidate Will Likely Be Someone Who

• Naturally takes ownership and follows through consistently
• Is highly organized and detail-oriented
• Communicates professionally, thoughtfully, and confidently
• Maintains composure and positivity under pressure
• Learns systems and processes quickly
• Enjoys coordinating multiple moving parts simultaneously
• Takes pride in helping a team operate smoothly and professionally
• Is dependable, proactive, and solutions-oriented
• Understands the importance of professionalism, presentation, and client experience
• Values long-term professional and personal growth
• Is motivated by meaningful contribution, not simply completing tasks
• Makes the people around them feel more organized, confident, and supported

Professional presence, polish, thoughtful communication, and emotional maturity are important in this role, as clients place significant trust in our team during important moments in their lives.

We especially value individuals who:

• remain calm and constructive during challenges
• approach adversity with resilience and perspective
• communicate with professionalism and empathy
• and consistently help elevate the environment around them

Core Responsibilities

Responsibilities will include a combination of:

• client service
• operational coordination
• workflow management
• planning support
• and administrative execution

Including:

• Supporting Financial Planners with workflow management and client coordination
• Coordinating client meetings, schedules, and follow-up
• Managing client service requests and operational processes
• Assisting with account paperwork, transfers, and custodial coordination
• Preparing meeting materials and organizing client information
• Managing CRM records and workflow tracking
• Coordinating client communications and documentation
• Helping ensure deadlines and commitments are consistently met
• Organizing and prioritizing multiple projects simultaneously
• Serving as a polished and reassuring point of contact for clients
• Supporting process improvement and operational efficiency initiatives

Professional Growth Opportunity

We believe great people should have room to grow.

Depending upon capability, initiative, and long-term interest, this role may evolve into:

• Senior Client Service Associate
• Operations or Office Management
• Practice Management
• Paraplanning
• Financial Planning Support
• CFP® professional track
• Client Relationship Management

We value professionals who:

• think critically
• communicate openly
• continue learning
• take initiative
• and consistently look for ways to improve

Qualifications

• 3–7+ years of professional experience in client service, operations, administration, banking, financial services, or wealth management
• Exceptional organizational and follow-through skills
• Strong written and verbal communication skills
• High level of professionalism and personal accountability
• Ability to manage multiple priorities without sacrificing quality
• Strong technology aptitude and ability to learn systems quickly
• Experience in financial services, banking, insurance, or professional services strongly preferred

Helpful experience includes:

• CRM systems
• Schwab or Fidelity platforms
• Financial planning or investment advisory firms
• Client onboarding and account servicing
• Workflow/process management

Compensation & Benefits

• Competitive compensation: approximately $75,000–$95,000+ depending upon experience and capability
• Bonus opportunity
• Health insurance
• Retirement plan / 401(k)
• Paid time off
• Professional development support
• Long-term advancement opportunity

Our Culture

We believe:

• professionalism and kindness can coexist
• accountability matters
• humility matters
• responsiveness matters
• consistency matters
• and teamwork matters

We are building a team of professionals who genuinely care about:

• doing excellent work
• supporting one another
• helping clients feel respected and cared for
• and creating a positive, professional experience for everyone around them

The strongest candidates will likely be individuals who:

• enjoy being relied upon
• take pride in helping others succeed
• value professionalism and personal growth
• communicate thoughtfully and respectfully
• and understand that long-term success is built through consistency, trust, and meaningful relationships