Client Service Associate - Financial Planning
Core
High-touch financial planning administration and client service supporting advisers serving high net worth individuals, families, and charitable institutions.
Role type
Client Service Associate (Financial Planning Administration)
Builds
Operational support for financial strategies, client onboarding, and advice delivery
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Client onboarding, meeting coordination, fund transfers, regulatory documentation, database management, MS Office proficiency, financial software exposure
Preferred skills
Financial planning knowledge, stakeholder communication, process improvement
Responsibilities
Coordinate and implement financial strategies for clients, manage client communications and onboarding, execute fund transfers and investment applications, maintain regulatory documentation and client databases, manage adviser schedules and meeting logistics
Seniority
Junior to Mid-level, hands-on IC