Client Services Associate

Position Overview: We are seeking a highly motivated, detail-oriented Client Service Associate who shares our commitment to professionalism and excellence, has a strong interest in becoming a part of our collaborative work environment and is eager to contribute to our continued growth and success. This role supports clients and advisors while ensuring a seamless and high-touch client experience and is ideal for someone who enjoys building relationships and managing details. This is a full-time position onsite.

Key Responsibilities: Serve as a primary point of contact for client service inquiries and requests. Deliver a responsive, professional client experience. Process account openings, maintenance, transfers, and money movement requests. Schedule client meetings and prepare meeting materials. Maintain CRM and client records. Coordinate with custodians and internal teams. Support advisors and special projects.

Required Qualifications: 3+ years of experience in wealth management, financial services, banking or related environment. Proficiency with Microsoft Office. Strong organizational and communication skills.

Preferred Skills: Salesforce CRM knowledge Familiarity with Schwab, Fidelity, or Goldman Sachs custody platforms.