Client Service Associate - Fully Remote

Our Philosophy

We understand that our clients’ financial aspirations are unique. Our commitment is to provide sophisticated wealth management services tailored to our clients’ specific needs, always acting in a fiduciary capacity. This means we are legally and ethically bound to put their interests first in every decision we make. We believe knowledge is power. By empowering clients with financial insights, we foster a deep partnership built on trust and transparency. Together, we navigate the complexities of wealth management to protect, grow, and transfer legacies for generations to come.

ESSENTIAL JOB FUNCTIONS

Client Service & Relationship Management

• Serve as a trusted point of contact for clients, ensuring all service requests, inquiries, and administrative needs are handled with accuracy and care.
• Manage account administration, including onboarding, transfers, maintenance, and coordination with custodians and third-party providers.
• Prepare thoroughly for client meetings by doing basic data entry and organizing documentation, reports, and planning materials.
• Participate actively in client meetings, capturing detailed notes, providing in-meeting support, and reinforcing the firm’s client-first culture.
• Drive post-meeting execution by tracking, coordinating, and completing action items in collaboration with advisors, custodians, and clients.
• Maintain organized, compliant client records and ensure adherence to regulatory and internal standards.
• Ability to work effectively across multiple business lines to create a cohesive advisor and client experience. *

Marketing & Compliance Support

• Assist with marketing initiatives by preparing and submitting materials for compliance review.
• Use RegEd to route marketing and client communication pieces through the required compliance process.
• Track approvals and ensure all communications align with regulatory requirements and firm standards

COMPENSATION & BENEFITS

· Base Salary: $65,000-$80,000/year

• Bonuses: Transparent, merit-based bonus program.
• Insurance: 100% paid medical, dental and vision insurance for employees.

· Retirement Savings: 401k Plan

· Paid Personal Time Off

Ready to join a team that values your contributions and invests in your growth? Apply today and become part of our team!

• Other business lines and related activities include outside business activities of our firm.

Requirements

• Bachelor’s degree is highly preferred; or equivalent work experience
• 3+ years of client service experience; supporting one or more financial advisors highly preferred
• Financial licensing is not required, however a plus
• Experience working with custodial platforms (Schwab, Fidelity, etc.) not required, however a plus

· Proficient in Microsoft Office Suite

• High degree of accuracy, attention to detail, and strong problem-solving skills
• Self-motivated, positive attitude with a collaborative mindset
• Excellent written and verbal communication skills