Client Services Associate

We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and administrative tasks.

Requirements

• 2-5 years of experience in financial services, wealth management, or a related client service role (preferred)
• Strong understanding of investment accounts, custodial platforms, or advisor support operations (preferred)
• Bachelor's degree (preferred)
• Excellent organizational skills with strong attention to detail
• Ability to prioritize and manage multiple tasks in a fast-paced environment
• Strong verbal and written communication skills
• Proficiency with Microsoft Office; experience with CRM systems is a plus
• Professional, positive attitude and a commitment to exceptional client service

Benefits

• Competitive salary of $70,000
• 18 PTO days plus all U.S. stock market holidays
• Comprehensive health, dental, and vision insurance
• 401(k) plan with a 4% company match
• Supportive, collaborative team environment
• Opportunities for skill development and career growth within the firm