Job Description
About Us
We are a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork, professionalism, and proactive support for both our clients and financial advisors.
Position Summary
We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and administrative tasks. This individual will play a critical role in ensuring a smooth client experience—from preparing for meetings to supporting account operations and follow-up.
Key Responsibilities
Client & Advisor Support
+ Schedule client meetings and manage advisor calendars
+ Prepare materials, reports, and documentation for client meetings
+ Assist advisors with follow-up action items after meetings
+ Build and maintain strong, trustworthy client relationships by delivering responsive, high-quality s...
We are a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork, professionalism, and proactive support for both our clients and financial advisors.
Position Summary
We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and administrative tasks. This individual will play a critical role in ensuring a smooth client experience—from preparing for meetings to supporting account operations and follow-up.
Key Responsibilities
Client & Advisor Support
+ Schedule client meetings and manage advisor calendars
+ Prepare materials, reports, and documentation for client meetings
+ Assist advisors with follow-up action items after meetings
+ Build and maintain strong, trustworthy client relationships by delivering responsive, high-quality s...