Client Services Associate

Third Act Wealth Management is a boutique wealth management firm serving high-net-worth families with complex financial lives. We’re hiring a Client Service Associate to be the operational backbone of the firm — the person who keeps the back office running flawlessly so our advisors can stay focused on clients. We’re looking for an A-player who owns their work, anticipates needs before they surface, and takes pride in accuracy and follow-through. You’ll run account operations, CRM, correspondence, and the day-to-day workflow of a growing practice — with more ownership and room to grow than you’d find at a national firm. What You’ll Own Operations & Account Administration Process new accounts, transfers, deposits, distributions, and service requests with a high degree of accuracy. Prepare and submit account paperwork, tracking every item to completion. Generate and distribute account statements, performance reports, and regulatory correspondence. Coordinate with advisors, our custodian, compliance, and back‑office teams. CRM & Data Integrity Own the CRM, keeping client records, notes, and workflows current, accurate, and compliant. Build and maintain repeatable processes and checklists for recurring work. Communication & Inbox Management Manage the firm’s inbox and client correspondence — route, respond, and follow up promptly and discreetly. Serve as a reliable first point of contact for client service requests, escalating complex needs to the advisor. Client Experience Deliver a polished, personalized experience across every client interaction. Prepare meeting spaces in advance — materials, technology, and hospitality details handled before clients arrive. Coordinate post‑meeting follow‑up and milestone recognition (birthdays, anniversaries, life events). Office & Events Order supplies, manage mail, and keep the office pristine and client‑ready. Help plan and execute client seminars. Who You Are Detail‑obsessed and highly organized. Proactive — you anticipate what’s needed next and act without being asked. Trustworthy and discreet with confidential information. Calm and effective under competing priorities. A clear, warm, and professional communicator. Coachable and growth‑minded. Required Qualifications Minimum 1 year of experience in financial services (wealth management, banking, brokerage, insurance, or similar). Proficiency in Microsoft Office (Outlook, Excel, Word). Experience with a CRM platform (Salesforce, Redtail, Wealthbox, or similar). Polished, professional verbal and written communication. Comfort with technology and AI‑assisted tools — we use them daily. Preferred Qualifications Experience directly supporting financial advisors or relationship managers. Familiarity with LPL Financial systems. Knowledge of account types (IRA, brokerage, trust) and financial regulations. What We Offer Competitive base salary and bonus, commensurate with experience. Comprehensive benefits including health, dental, vision, and 401(k) with company match. Paid time off, holidays, and a commitment to work‑life balance. Direct mentorship and a clear path to grow as the firm scales. #J-18808-Ljbffr Third Act Wealth Management, LLC