Job Category: Client Service Associate – Entry Level

Job Type: Full Time

Job Location: Fort Worth TX Los Angeles CA Portland OR

Job Description For Client Service Associate – Entry Level

Empirical Wealth Management is a rapidly growing financial services firm that manages $7 billion in assets for individuals and businesses. Since our inception in 2006, we have expanded through steady referrals from clients and business partners, with a goal to grow our assets under management to $10 billion within the next two years and to continue opening offices across the country. We are seeking an energetic Client Service Associate to support our advisory teams by handling a wide range of administrative, client service, and operational tasks in a fast-paced environment. This role offers the opportunity to contribute to the smooth operation of the office while providing excellent service to our clients.

Key Responsibilities

Client Service and Relationship Support

Administrative and Operational Support

Compliance and Risk Management

Qualifications

Benefits

Our Culture

At Empirical Wealth Management, we value collaboration, continuous growth, and a high-performance mindset. Each employee is a vital contributor to the firm’s overall success, and we cultivate an environment where ideas are shared freely, and professional development is encouraged. Our team is passionate, hardworking, and driven by excellence, working together to take charge of our careers and grow alongside the opportunities Empirical offers.

Empirical Wealth Management

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Client Service Associate – Entry Level