Client Services Associate

Client Services AssociateWe are a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork, professionalism, and proactive support for both our clients and financial advisors. We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and administrative tasks. This individual will play a critical role in ensuring a smooth client experiencefrom preparing for meetings to supporting account operations and follow-up.Key ResponsibilitiesClient & Advisor SupportSchedule client meetings and manage advisor calendarsPrepare materials, reports, and documentation for client meetingsAssist advisors with follow-up action items after meetingsBuild and maintain strong, trustworthy client relationships by delivering responsive, high-quality serviceAccount OperationsSupport new client onboardingOpen new accounts across multiple custodiansProcess various types of paperwork, forms, and required documentationHandle account maintenance requests, including beneficiary updates, address changes, and other service itemsProcess money movement requests (transfers, distributions, contributions, etc.)External Communication & CoordinationCommunicate with custodians and external financial institutions such as annuity and insurance carriersTrack and follow up on outstanding paperwork or service requestsMaintain accurate client records and ensure compliance with firm and industry standardsQualifications25 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)Excellent organizational skills with strong attention to detailAbility to prioritize and manage multiple tasks in a fast-paced environmentStrong verbal and written communication skillsProficiency with Microsoft Office; experience with CRM systems is a plusProfessional, positive attitude and a commitment to exceptional client serviceBachelor's degree (preferred)What We OfferCompetitive salary of $70,00017 PTO days plus all U.S. stock market holidaysComprehensive health, dental, and vision insurance401(k) plan with a 4% company matchSupportive, collaborative team environmentOpportunities for skill development and career growth within the firmEqual Employment OpportunityAt World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.