Client Service Associate - Wealth Management

A growing wealth management practice is seeking aClient Service Associateto support advisors and ensure a high-quality client experience. This role is ideal for a detail-oriented professional who enjoys working in a fast-paced advisory environment and takes pride in delivering exceptional service.Key ResponsibilitiesClient Service & Account Support Support client service activities including new account openings, ACATS transfers, and money movements Assist with investment and insurance account administration Ensure accurate and timely handling of client requests Provide updates on the status of new business and service requests Meeting Preparation & Research Prepare documentation and materials for client review meetings Research client questions and assist advisors with follow-up Maintain organized client records and service procedures Operations & Team Support Help maintain service workflows and operational processes Assist with internal procedures and administrative coordination Support consistent service standards across the teamQualifications Minimum 2 years of client service or operations experience within wealth management, RIA, broker-dealer, or financial advisory firm Basic knowledge of investments and insurance products Experience with CRM and financial planning platforms Strong organization, communication, and problem-solving skills