Client Services Associate

Client Service AssociateAmplius Wealth Advisors is an independent RIA serving executives, professionals, and multigenerational families with complex financial needs. We are seeking a Client Service Associate to support our growing team. Role OverviewYou will be a key point of contact for clients and a critical support resource for our advisory team handling day-to-day service needs with professionalism, accuracy, and care. ResponsibilitiesSupport advisors with operational, planning, and client service activities Onboard new clients and manage ongoing account servicing (account opening, money movement, account linking, investment implementation) Respond to client inquiries promptly and professionally Prepare and organize materials for client reviews Maintain CRM and client records, process and update client information Manage client mailings and process check deposits Coordinate with third-party partners and custodians Ensure compliance with firm procedures and regulatory requirements Perform general administrative duties as needed Qualifications2+ years of industry experience; wealth management background preferred Bachelor's degree in business, finance, or related field preferred Series 65 or equivalent a plus Strong client-facing and relationship management skills Tech-savvy with the ability to learn new platforms quickly Highly organized, detail-oriented, and a strong communicator Self-starter who thrives in a fast-paced, team-oriented environment To learn more, visit www.ampliuswealth.com. Amplius Wealth Advisors is an Equal Opportunity Employer (Female/Minority/Disability/Vet).