Job Description

Choose a job you love, and you will never have to work a day in your life. — Confucius

Client Service Associate

  • Job Tag: #LI-JA1
  • Posted: April 26,2022

We are working with an established Wealth Manager to find a Client Service Associate. The firm has an excellent culture and a high profile and exclusive client base.

This person will be acutely focused on providing top-notch client service. Thsi role will directly support select Advisors and will develop authentic client relationships. The associate will be the face of the advisor's practice and will field all questions from clients.  

We are looking for a high performer who can apply in-depth technical knowledge to executive financial planning and lifestyle concierge requests. We want someone that strives to develop trusted client relationships, and become experts at providing support whenever and wherever clients need it.

If interested, please contact


  • Continuously improve client service standards
  • Interpret client documents to answer client questions
  • Keep all aspects of CRM (Salesforce) up-to-date
  • Coordinate special requests and client projects
  • Work directly with client’s other preferred professionals to inquire about, resolve, or facilitate client requests
  • Ensure service standards are being exceeded at all times when answering and responding to in-bound client requests
  • Manage custodian relationships
  • Acumen in the following areas: o Financial Planning o Insurance o Tax Services o Estate Planning o Executive Compensation o Cash Flow Management o Accounting

Desired Skills and Experience

  • A bachelor’s degree from an accredited college or university
  • Experience in a client-service or professional service role
  • Experience with financial services

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