Finance Client Service Associate

What You'll Do: Serve as a primary point of contact for clients by phone, email, virtually, and in person. Manage day-to-day client account requests, including ACH, distributions, ACATs, wire transfers, rollovers, account openings, check deposits, and trading. Support client onboarding and assist clients with online platforms and technology. Prepare and maintain accurate client documentation while ensuring compliance with firm and industry requirements. Work closely with the Financial Advisor and team to provide a seamless client experience.

What We're Looking For: 3+ years of recent client service experience supporting a Financial Advisor within an RIA or broker-dealer. FINRA registration, including Series 65 or SIE, is a plus. Series 65 is required for the position, and the firm will support you in obtaining it. Exceptional organization, attention to detail, and ability to manage multiple priorities. Strong communication, listening, and interpersonal skills. Professional, discreet, and comfortable handling confidential client information. Tech-savvy with strong Microsoft Office skills and the ability to quickly learn new systems.

What's Offered: Competitive salary with opportunities for long-term growth.401(k) match. Collaborative, team-oriented environment with meaningful client interaction. Professional yet relaxed boutique office setting. Opportunity to build a long-term career with an established Financial Advisor and growing firm.