Client Service Associate - Wealth Managment

Client Service Associate – Wealth Management

Are you passionate about delivering exceptional client service in the financial services industry? A well-established and rapidly growing investment advisory firm is seeking a Client Service Associate to join its dynamic team. This is an exciting opportunity for a seasoned professional looking to deepen their expertise and grow their career in wealth management.

About the Role:

As a Client Service Associate, you will play a pivotal role in supporting high-net-worth clients and ensuring the smooth operation of portfolio management activities. You'll be part of a collaborative team that values continuous learning, professional development, and operational excellence.

Key Responsibilities:

• Deliver high-touch service to sophisticated clients

• Manage account openings, transfers, closures, and related documentation

• Prepare and process trades and client transactions efficiently

• Support client meetings with performance reports and investment data

• Maintain accurate and confidential client records

• Ensure compliance with regulatory standards and internal policies

• Monitor client communications and respond promptly

• Track client scheduling and meeting documentation

• Reconcile client portfolios with custodial records

What We Offer:

• Competitive compensation tailored to experience

• Comprehensive benefits package including healthcare and 401(k)

• Ongoing training in industry-leading technologies and compliance

• Supportive team environment focused on professional growth

Requirements Qualifications:

• Bachelor's degree required; Series 65 license is a plus

• Minimum of 5 years of experience in financial services, preferably in wealth or asset management, brokerage, or banking

• Strong analytical and problem-solving skills

• Excellent written and verbal communication abilities

• High attention to detail and organizational skills

• Ability to multitask and prioritize in a fast-paced environment

• Experience with custodial platforms (Fidelity, Schwab) is a plus

• Familiarity with Black Diamond, Morningstar, Salesforce, and Microsoft Office (Excel, Word, PowerPoint)

Excited about this role? We'd love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let's explore how this opportunity could be the right fit for your next career move.