Client Service Associate - Wealth Management

Key Responsibilities: Serve as a primary point of contact for clients, providing responsive and professional service by phone, email, and in person. Assist clients with account-related requests, including account openings, transfers, distributions, deposits, withdrawals, and maintenance. Prepare and process client paperwork and documentation while ensuring accuracy and compliance with firm policies and procedures. Coordinate with custodians, investment platforms, and internal departments to resolve client requests and operational issues. Maintain accurate and up-to-date client records and information. Assist Financial Advisors with daily administrative and operational activities. Prepare client meeting materials, reports, presentations, and other documentation as needed. Schedule client appointments and assist with meeting preparation and follow-up. Monitor outstanding client requests and proactively communicate updates and next steps. Handle sensitive financial and personal information with a high degree of confidentiality. Support client onboarding and offboarding processes. Assist with compliance-related documentation and follow established regulatory and firm procedures. Identify opportunities to improve the client experience and operational efficiency. Develop and maintain strong relationships with clients, advisors, and internal business partners.

Qualifications: Bachelor's degree preferred, particularly in Finance, Business, Economics, or a related field. Fluency in English and Spanish1–3+ years of experience in wealth management, financial services, banking, investment management, or a related client-service environment preferred. Strong organizational and time-management skills. Excellent written and verbal communication skills. High attention to detail and accuracy. Ability to manage multiple priorities and deadlines effectively. Strong interpersonal and client-service skills. Proficiency with Microsoft Office, particularly Outlook, Word, and Excel. Ability to handle confidential information professionally. Familiarity with investment accounts, financial products, and wealth management processes is a plus.