Senior Client Service Associate

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Madison Professional Group provided pay range: $70,000.00/yr - $80,000.00/yr

Additional compensation types: Annual Bonus, Direct message the job poster from Madison Professional Group

Our client, a boutique and growing independent Registered Investment Advisor (RIA) in the Frisco area, is seeking an experienced Senior Client Associate to join their team. This individual will play a key role in overseeing daily operations, supporting advisors, and ensuring a seamless, high-touch client experience as the firm continues to scale.

This is an opportunity for a detail-oriented, proactive professional who thrives in a fiduciary environment and enjoys building structure, improving processes, and serving as a trusted operational partner to advisors and leadership.

• Oversee day-to-day operational functions supporting Wealth Advisors and clients
• Support advisors with client servicing, including opening accounts and sending out paperwork for processing
• Manage client workflows and communications: schedule meetings for clients, follow‑up on materials sent out, prepare agendas, meeting summaries, and follow‑ups
• Prepare and review documentation, obtain signatures, and submit paperwork
• Coordinate with custodians and internal/home office teams
• Maintain accurate client records, workflows, and compliance documentation
• Prepare client‑facing presentation materials and assist with marketing collateral
• Identify opportunities to streamline processes, improve efficiency, and support firm growth
• Manage RIA expense management using Quick Books for entries

• 3–5 years of experience in wealth management, financial services, or an RIA environment
• Experience using Wealthbox CRM system
• Experience using Quick Books
• Experience working in the LPL ecosystem:
  Asset Mark experience
• Experience supporting financial planning and investment operations
• Strong organizational, analytical, and problem‑solving skills
• Ability to manage multiple priorities in a fast‑paced, entrepreneurial environment
• Excellent communication and interpersonal skills (High EQ)
• High attention to detail with a client‑first, fiduciary mindset

• Mid‑Senior level

• Full‑time

• Customer Service and Administrative

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Madison Professional Group (MPG) is a third‑party recruiting firm and an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.