Client Service Associate

Evolution Wealth Advisors is a Miami-based multifamily office and SEC-registered investment advisor serving high-net-worth and ultra-high-net-worth families across the U.S. and Latin America. Our team is analytically rigorous, bilingual, and committed to delivering a sophisticated, highly personalized client experience.Role DescriptionEvolution Wealth Advisors is a seeking a detail-oriented Client Service Associate (CSA) with strong analytical skills to join our team. This is an exciting opportunity for someone who thrives in a client-facing role, brings a sharp analytical eye to portfolio and performance reporting, and is excited to leverage AI tools to elevate the client experience.What You'll DoServe as a primary point of contact for client inquiries, account servicing, and onboardingPrepare and analyze portfolio performance reports for client meetings and reviewsMaintain accurate client records and workflows within our CRMGenerate performance reporting, reconcile accounts, and assist with quarterly reviewsCoordinate with custodians on account transfers, distributions, and money movementPartner with advisors to prepare meeting materials and follow-up deliverablesLeverage AI tools to streamline reporting, meeting prep, client communications, and data analysisIdentify process improvements and automation opportunities to enhance the client experienceWhat We're Looking For1–3 years of experience in financial services, wealth management, or a related field (RIA experience a plus)Fluency in both English and Spanish (written and verbal) is requiredStrong analytical mindset and proficiency with technological and custodial platformsExcellent written and verbal communication skills with a client-first mindsetHighly organized, accurate, and able to manage multiple prioritiesCuriosity and comfort using AI tools to work smarter (Claude preferred)If you're passionate about delivering exceptional client service, have a sharp eye for data, and are excited about the future of AI in wealth management, we'd love to hear from you. Apply directly through LinkedIn or send your resume to info@ewadvisors.net.