Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms.
Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution.
Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work.
Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption.
Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.

3+ years of experience in a client service role within a financial services or wealth management environment supporting advisors and clients
3+ years of hands‑on operational and administrative experience directly supporting licensed financial advisors (e.g., onboarding, paperwork, account servicing, scheduling, meeting prep)
Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
Strong attention to detail and organizational skills
Effective oral and written communication; able to explain complex information clearly and simply
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
Time management skills with the ability to handle multiple projects and deadlines
Possess strong analytical and problem-solving skills
Self-motivated, driven and takes initiative
Experience with the Microsoft program suite (Outlook, Word, Excel)

Client Service Associate

Key skills