Client Services Associate

A growing independent wealth management practice is seeking a polished and client-focused professional to support advisors with client communication, onboarding, relationship management, and day-to-day operational activities. This individual will serve as a key point of contact for clients while also assisting with administrative and operational functions to ensure a high level of service and efficiency across the practice.

The ideal candidate will have prior experience within wealth management or financial advisory services and be comfortable working directly with high-net-worth clients in both a client-facing and operational capacity.

Responsibilities

• Serve as a primary point of contact for clients regarding account inquiries, service requests, and general relationship support
• Participate in client intake meetings, onboarding discussions, and review meetings alongside advisors
• Assist with gathering and organizing client documentation for new accounts, account maintenance, transfers, and other servicing needs
• Coordinate client communications, follow-ups, scheduling, and meeting preparation
• Support advisors with account opening, paperwork processing, money movements, and operational workflows
• Maintain accurate client records and ensure all documentation is compliant with internal and regulatory requirements
• Liaise with custodians, vendors, and internal teams to resolve account and operational issues
• Help deliver a high-touch client experience while building strong long-term relationships
• Assist with reporting, CRM updates, and administrative support functions as needed
• Ensure confidentiality, professionalism, and accuracy in all client interactions and operational processes

Qualifications

• Minimum 2+ years of experience within wealth management, financial advisory, private banking, or financial services
• Experience supporting financial advisors in both client-facing and operational capacities
• Strong understanding of investment accounts, account opening processes, transfers, and client servicing workflows
• Excellent interpersonal and communication skills with a professional demeanor
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Experience with CRM systems and custodial platforms preferred
• Proficient in Microsoft Office Suite, including Outlook and Excel
• FINRA licenses are a plus but not required