Client Service Associate, Wealth Management - Potential for Hybrid Work
Core
Administrative support for client onboarding, meeting coordination, and policy servicing within a retirement and private wealth team.
Role type
Client Service Associate (Administrative)
Builds
Client service operations and administrative workflows
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Client onboarding, calendar management, CRM system usage, policy implementation support, invoicing, report generation, vendor coordination, Microsoft Office proficiency
Preferred skills
LPL Financial familiarity, NAPA retirement plan designation
Responsibilities
Support new client onboarding including profile creation and document collection; Maintain master calendars for client deliverables; Schedule client meetings and annual reviews; Assist with quotes, applications, and policy servicing; Generate internal reports and track client metrics; Coordinate with third-party vendors.
Seniority
Mid-level, hands-on IC