Client Service Associate

Accredited Investors Wealth Management® is seeking a full‑time Client Service Associate (CSA) who is a quick learner with a high level of curiosity and a desire to contribute to a growing team. The ideal candidate has exceptional attention to detail, values a team‑based, fast‑paced, collaborative working environment and culture, and ఉండ నా dedicated to building a long‑term successful career within an independent advisory firm.

$55,000.00/yr - $89,000.00/yr

We are a high‑performing group of over 60 team members who are passionate about delivering exceptional service for our clients and being a sought‑after place to work. Founded in 1987, Accredited is focused on delivering industry leading wealth management services to approximately 600 families, providing an invaluable service by pairing the breadth and depth of our datatype financial planning expertise with a thorough knowledge of our clients’ lives.

Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $3.7 billion of investment assets as of 12/31/2024.

You and the other Client Service Associates will share responsibilities in supporting and collaborating with Wealth Managers on various ongoing tasks, including establishing new accounts, account maintenance, money movements, client questions, service requests, and other matters. You will partner with CSA and Wealth Management team members to provide industry leadingystore service to current and prospective clients. You will also work with respective client teams to facilitate the onboarding process for new clients, ensuring a smooth transition for the clients and Accredited.

One who takes initiative: You will lead coordination, processing, and servicing for a number of account types, such as individual, joint, trust, IRA, 529, and more. You’ll engage in special projects or assignments as needed, working with partners to solve complex issues that may arise.

An effective communicator: You will build trusted client, advisor, and vendor relationships through a commitment to timeliness, accuracy, effective communication, and an engaging interpersonal style. You will be responding to daily communications regarding account maintenance and other intra‑day account servicing responsibilities.

Regarded as reliable and organized: You will operate from and utilize a CRM system for daily tasks; tracking and documenting client data and providing internal updates to assigned work. Part of your role may involve managing private investment enrollments with clients and investment companies, including required client information, paperwork, and meeting deadlines for capital(payments). At times, you will provide backup and support to other client service team members, delegating work when necessary.

• Minimum of 2 years of experience as a Client Service Associate or similar role at a financial advisory firm
• A pleasant, professional, and positive demeanor
• Exceptional oral, written, and interpersonal communication skills
• Excellent organizational and time‑management skills with consistent follow‑through
• Ability to prioritize multiple tasks at one time in a fast উপজেলা environment
• Sound technology skills and adaptability to new systems
• Resourcefulness and ability to independently resolve questions and issues
• Flexibility in an environment of complexity and change
• Motivation, a team‑oriented approach, and commitment to providing a superior level of client service
• Self‑discipline with commitment to quality, attention to detail, and accuracy
• Unwavering ethics and commitment to “doing the right thing”
• Adherence to Accredited’s strict compliance and confidentiality standards
• High school diploma or GED, associate or bachelor’s degree preferred
• Experience with custodians Fidelity and Schwab preferred but not required
• Proficiency in Microsoft Office, including Word, Excel, Outlook, and Power Point

Core Benefits

• Medical, dental, and vision insurance
• Disability and life insurance
• 401(k) plan with generous employer contributions and match

Enhanced Benefits

• Adoption and fertility assistance
• Financ…