Client Service Associate (CSA for RIA)

Wealth Management Client Service, Investment & Operations Associate Base pay range: $90,000.00/yr - $105,000.00/yr Additional compensation types: Annual Bonus About the Role A well-established boutique financial services firm is seeking a Client Service, Investment & Operations Associate to play a critical role in supporting daily operations and client interactions. This is a great opportunity for someone who is energized by client service, highly organized, a true self-starter, and interested in growing with a boutique firm. Key Responsibilities Manage daily client service requests and ensure timely follow-up Prepare materials for client meetings, sit in on Zoom meetings and, as needed, in-person meetings Monitor treasury maturities, support distributions, completion of applications and money movement requests Support onboarding of new clients, paperwork completion, custodial coordination (ACATS) Maintain and update client records and systems (paperless environment) Assist with eMoney input and maintenance (financial planning software) Coordinate with third-party money managers (no internal trading) Help support client growth and business development initiatives Ensure a seamless client experience and keep leadership informed of any client needs or issues Qualifications 2–3 years of client service (CSA) or operations experience in Wealth Management (RIA, family office, etc.) Series 7 or Series 6 license Experience with numerous investment products and asset classes (i.e. equities, fixed income, alternatives, SMAs, 401ks, etc.) Familiarity with permanent insurance is a plus Familiarity with holistic financial planning is a plus Tech-savvy and comfortable with paperless systems Proficient with MS Office including Excel, Word, and PowerPoint Energetic, client-focused, proactive, and eager to learn Strong verbal communication skills and professionalism Highly organized and able to work independently Prior experience with eMoney, Redtail CRM, or third-party asset management platforms a plus Work Environment Initial in-person training required (first month) After training, role is primarily remote with occasional in-office days Supportive environment with strong team longevity Systems and operational processes in place to support growth Why This is a Great Opportunity Competitive base salary and bonus potential Medical, dental, and vision benefits with a strong employer contribution 401(k) plan with employer match Opportunity to work closely with senior leadership and develop hands-on experience across multiple facets of wealth management Supportive, collaborative team with strong tenure and a culture of mentorship Exposure to investment management, financial planning, and client relationship management Growth opportunities as the firm continues to expand Seniority level Mid-Senior level Employment type Full-time Job function Customer Service and Finance Industries Financial Services, Investment Management, and Investment Advice Notes: Referral information and postings for other roles are not included in the refined description. #J-18808-Ljbffr Right Executive Search, LLC