Client Services Associate

Our client is a growing, team-oriented wealth management firm committed to delivering an exceptional client experience through thoughtful planning and operational excellence. Structured around a collaborative pod model, this firm provides clear role ownership, strong cross-functional support, and defined processes that allow team members to thrive in their lane.

They are seeking a Client Service Associate to support an Advisor and clients. This role plays a critical part in ensuring seamless client service, operational accuracy, and proactive communication across advisors, planning, and investment operations.

This firm believes in growing with purpose — not just for clients, but for the team. You will be part of a collaborative, mission-driven culture that values work-life balance, clear expectations, and professional development. The environment is structured yet empowering, giving you ownership of your lane while ensuring strong team support.

The Client Service Associate serves as the operational quarterback for their Advisor pod, ensuring client requests, onboarding, documentation, and follow-ups are handled with accuracy and care. This individual will manage workflows, maintain CRM integrity, and serve as a key liaison between the Advisor, clients, and internal teams.

• Monitor and manage a Advisor inbox, responding to or routing client requests appropriately
• Schedule client meetings and manage Advisor’s calendar using the firm’s scheduling system
• Keep clients and advisors informed on the status of recommendations, onboarding, and service requests
• Facilitate client onboarding calls, including information gathering and account-opening paperwork
• Submit account requests to the investment operations team and track progress through completion
• Confirm client money movement requests verbally and route documentation appropriately
• Monitor incoming cash alerts for assigned clients
• Review meeting notes to ensure documentation is complete and compliant
• Track advisor follow-ups and confirm action items are completed after client meetings
• Create and maintain tasks for planning and operations teams
• Maintain clean, accurate, and up-to-date CRM records

• Pod-based model supporting a defined Advisor and group of clients
• Coordinated workflow across Advisors, planning, and investment operations with clear handoffs
• Ownership of responsibilities with autonomy to manage day-to-day priorities

• 2–4+ years of experience in advisor support, client service, or operations within wealth management or financial services
• Strong organizational skills and consistent follow-through
• Clear, professional communication skills with clients and internal stakeholders
• Comfortable working across multiple systems including CRM platforms, scheduling tools, and document management systems
• Experience working with custodians such as Schwab, Fidelity, or Pershing preferred