Service Advisor

Client Service AssociateAt The Millstone Evans Group, we believe financial planning should feel clear, personal, and human—not complex or transactional. We partner closely with our clients to simplify decision-making and build long-term confidence around their financial lives. We're a growing, high-touch wealth management firm with a strong reputation and an even stronger commitment to doing things the right way. As we continue to scale, we're building the infrastructure, systems, and team to support that growth—without losing the relational core that defines us.As a Client Service Associate, you will play an integral role in client relationship management and day-to-day client account administration. You will help drive execution, maintain attention to detail, and deliver a high level of client service throughout every stage of the client experience. Additionally, you will support general administrative, operational, and client service functions, as well as contribute to special projects and firm initiatives as needed. Through your efforts, you will help ensure the firm operates with accuracy, efficiency, and scalability as it continues to grow.ResponsibilitiesManage client action items from start to finish—nothing falls throughWork directly in Redtail CRM to track activity, notes, and next stepsSupport account management through Raymond James (account updates, transfers, documentation, etc.)Assist with trades, money movement, and account maintenanceCoordinate onboarding for new clients and ensure a smooth experienceHandle client communication—emails, calls, and day-to-day requestsStay on top of multiple priorities and shifting needs in a fast-paced environmentLead the client billing process, including fee calculations, reconciliation, coordination with custodian, and resolution of billing inquiriesAssist with special projects and firm initiatives as neededQualificationsExperience in wealth management, financial services, or an RIA environmentFamiliarity with client accounts, trades, onboarding, and account maintenanceExperience with CRM systems (Redtail a plus) and custodian platforms (Raymond James a plus)Strong follow-through—you track details and close loopsComfort working in ambiguity without needing rigid structureClear, professional communication with both clients and internal teamA team-oriented mindset with a willingness to jump in where neededSalary & Benefits$70,000 - $85,000Performance-based bonus aligned to individual and firm successHealth, dental, and vision insuranceRetirement plan with employer contributionGenerous paid time off and holidays