About the Company
We are a nationally recognized, boutique wealth management firm serving high-net-worth individuals and families. Our team takes pride in delivering personalized financial planning, investment management, and transition-focused guidance tailored to each client’s unique goals. With a collaborative and client-centric culture, we are known for our thoughtful approach, deep expertise, and commitment to building lasting relationships. As an independent firm, we prioritize transparency, integrity, and fiduciary responsibility in everything we do.
About the Role
We are seeking a highly motivated and experienced Client Service Associate to join our dynamic team. This position is responsible for building and maintaining strong, long-term relationships with high-net-worth clients and ensuring an exceptional client experience. This role plays a critical part in managing account operations, supporting financial advisors through administrative tasks, and delivering proactive, high-touch service. While not a financial advisor position, its importance to the client relationship is equally significant. You will leverage your expertise in customer relationship management and account management to drive client satisfaction and retention.
Responsibilities
- Develop and nurture trusted relationships with high-net-worth clients to ensure their needs are met and expectations are exceeded.
- Manage daily servicing of client accounts, including money movement, transfers, address changes, and other maintenance tasks.
- Serve as the primary point of contact, addressing client inquiries and resolving issues promptly and professionally.
- Communication effectively with clients regarding service changes and other relevant information.
- Collaborate with internal teams to ensure timely, accurage service delivery and alignment with firm goals.
- Support the onboarding process for new clients, ensuring a smooth transition and integration of services and an engaging experience.
- Utilize Salesforce for tracking client interactions, managing accounts, and reporting on service performance.
- Lead project management initiatives to enhance service delivery processes and improve operational efficiency.
- Provide training and support to team members on best practices in customer service and account management.
- Analyze client feedback and market trends to identify opportunities for service improvement and innovation.
- Contribute to client retention and firm growth by delivering consistent, white-glove service.
Qualifications
- Bachelor’s degree required; degree in finance, business, or related field preferred
- Proven client service experience in wealth management, financial services, or a related professional services environment
- Strong background in customer service with a focus on client satisfaction and retention
- Experience working directly with high-net-worth individuals and families
- Familiarity with investment products, financial planning concepts, and regulatory requirements
- Prior experience with CRM and portfolio reporting systems preferred (Salesforce, Charles Schwab, Fidelity, etc.)
- FINRA Series 7 license preferred, but not required
Required Skills
- Exceptional interpersonal and communication skills - both written and verbal- with the ability to convey complex information clearly
- Ability to build strong relationships with clients and team members
- High level of professionalism, discretion, and emotional intelligence, especially when handling sensitive or complex client matters
- Meticulous attention to detail and strong organizational skills; ability to manage multiple priorities and deadlines
- Proactive, solutions-oriented approach with a commitment to continuous improvement and service excellence
- Strong problem-solving skills and resourcefulness in navigating client requests and internal workflows
- Ability to thrive in a fast-paced, team-oriented environment
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook); experience with financial planning software a plus
- Comfort operating with discretion in a confidential, fiduciary-driven environment
Preferred Skills
- Experience supporting financial advisors or relationship managers in a boutique or independent RIA environment
- Familiarity with financial planning software (e.g., eMoney)
- Experience coordinating with external professionals such as attorneys, CPAs, and insurance providers on behalf of clients
- Background in supporting women in transition, multi-generational families, or business owners
- Demonstrated ability to anticipate client needs and deliver a proactive, white-glove service experience
- Project management skills or experience leading client service process improvements
- Comfort working in a hybrid or tech-enabled environment with an emphasis on process efficiency and client experience
- Familiarity with custodians such as Charles Schwab and Fidelity
- Professional designations are a plus
If you are a proactive, detail-driven client service professional who is passionate about delivering outstanding service and making a meaningful impact within a highly collaborative, relationship-focused team, we encourage you to apply for this exciting opportunity as a Client Service Associate.
