Wealth Management Client Associate

Are you passionate about client service and looking to grow your career in wealth management?

Our growing financial advisory practice is seeking a Wealth Management Client Associate to provide high-level support to our advisory team and help deliver exceptional service to our clients.

What You’ll Do:

• Assist in managing and strengthening client relationships through regular communication and follow-ups.

• Support client onboarding, account maintenance, distributions & systematic contributions, ACH and documentation processes.

• Help close out existing work items relating to client onboarding

• Document all client communication via our CRM system.

• Prepare financial reports/analysis and assist in meeting preparation for advisors.

• Handle client inquiries, resolve service requests, and ensure a seamless client experience.

• Coordinate and assist with client events, educational workshops, and outreach initiatives.

• Calendar Management for Investment Advisory Representative Who You Are:

• A detail-oriented and client-focused professional with excellent communication skills.

• Someone who thrives in a fast-paced environment and enjoys working as part of a team.

• Comfortable handling client service responsibilities while supporting a growing advisory practice.

Preferred:

• Licenses: Series 7, Series 65 or 66

• Experience with financial platforms on Pershing such as NetX, Envestnet, Wealth Reporting as well as eMoney.

• Familiarity with financial planning software and CRM systems.

• Strong organizational and problem-solving skills.

• Minimum 3 years industry experience.

This role is a great opportunity to be part of a dynamic, growing team where you’ll play a key role in ensuring clients receive top-tier service while supporting the success of the advisory practice.

Interested?

Apply today to start the conversation!

Send resume/CV: maryann.stahl-patton@northeastfn.com

Northeast Financial Network jobs

Wealth Management Client Associate