Client Service Associate

A growing Registered Investment Advisor (RIA) firm is seeking a Client Wealth Associate to join their team. This role is ideal for a highly organized and proactive individual who thrives in a fast‑paced, collaborative environment.

• Provide day‑to‑day support to a team of Financial Advisors.
• Maintain and service client accounts, ensuring accuracy and timeliness.
• Prepare client meeting materials, presentations, and portfolio reports.
• Handle cash inflows and outflows, money movements, and account transfers.
• Monitor asset allocations and cash balances to ensure alignment with client objectives.
• Open, set up, and monitor new client accounts and onboarding documentation.
• Collaborate with internal teams to ensure exceptional client experience.

• 4+ years of experience in client service or operations within an RIA or investment management firm.
• Experience working with high‑net‑worth (HNW) clients.
• Familiarity with custodial platforms such as Fidelity and Schwab.
• Proficiency with Salesforce or a similar CRM system.
• Strong attention to detail, follow‑through, and communication skills.
• Ability to manage multiple priorities in a deadline‑driven environment.
• Competitive compensation package.
• Comprehensive benefits, including health, dental, vision, and retirement plans.
• Four days in‑office, with one remote day per week.

• Associate

• Full‑time

• Finance