Client Services Associate

About Us: Bright Wealth Management, a rapidly growing financial services firm, is dedicated to delivering exceptional client experiences and supporting our clients’ wealth management and retirement goals. We are currently seeking a Client Services Associate to provide vital support to our operations and client service functions.

Compensation: $75,000 - $95,000 + Bonuses & Growth Opportunity Position Overview:

Key Responsibilities: Handle client onboarding processes, including setting up new accounts and managing related documentation. Follow up on leads, confirm appointments, and ensure consistent client engagement. Manage asset allocation changes and routine client questions that don’t require licensure. Process and track applications, ensuring they are completed and funded in a timely manner. Support seminar organization, including scheduling and handling follow-ups from digital leads. Maintain efficient, self-directed operations without needing constant supervision. Identify and implement improvements to current processes, enhancing office productivity and client satisfaction.

Preferred Candidate Profile: Minimum of 2 years in a financial services operational or administrative role. Excellent client-facing skills, with the ability to connect with our core client demographic (aged 50+).Self-starter with a proactive approach to improving processes. Familiarity with financial industry software, protocols, and industry-specific terminology. Strong organizational skills and attention to detail.