Client Services Associate
Our client, an established financial services firm seeking a Client Services Associate to support a team of advisors and high-net-worth clients. This individual will provide client service, account administration, operational support, and relationship management within a wealth management environment.
Key Responsibilities
- Support new client onboarding and account opening processes.
- Maintain accurate records within CRM and internal systems.
- Process account maintenance requests and profile updates.
- Support trade-related activities and account servicing as needed.
- Handle cash movements, transfers, and related account transactions.
- Assist with client reporting, billing support, and operational projects.
- Prepare client documentation and operational forms.
- Serve as a point of contact for client inquiries and issue resolution.
- Collaborate with compliance and operations teams regarding regulatory matters.
- Build and maintain relationships with high-net-worth clients.
Qualifications
- Bachelor's degree preferred.
- 2+ years of experience in wealth management, private banking, financial advisory support, or a related financial services environment.
- Experience supporting financial advisors and affluent clients.
- Familiarity with account opening, transfers, client servicing, and operational workflows
- Proficiency with Microsoft Office and CRM platforms.
- Experience with wealth management technology systems preferred.
- MUST HAVE FINRA SERIES 7
- (63, 65, or 66) are a plus.
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