Job Summary

We are seeking a highly organized and client-focused Wealth Management Client Service Associate / Executive Assistant to support our advisory team and ensure seamless client service. This role involves handling client account administration, managing daily operations, and providing executive-level support to senior advisors. The ideal candidate will possess strong attention to detail, excellent communication skills, and the ability to handle multiple priorities in a fast-paced environment.

Key Responsibilities

Client Service & Account Administration:

- Serve as the primary point of contact for clients, responding to inquiries and ensuring an exceptional client experience.

- Assist with account opening, transfers, contributions, and distributions, ensuring accuracy and compliance.

- Maintain and update client records, account documentation, and financial reports.

- Coordinate and prepare materials for client meetings, including reports, presentations, and follow-up communications.

- Process money movements, beneficiary changes, and investment allocation adjustments as requested.

Executive Support & Office Administration:

- Provide direct administrative support to senior advisors, including scheduling meetings, managing calendars, and handling correspondence.

- Organize travel arrangements, prepare expense reports, and manage confidential information with discretion.

- Assist in preparing client proposals, presentations, and reports.

- Oversee office operations, ensuring smooth day-to-day activities and efficient workflow.

Technology & Process Improvement:

- Utilize CRM software, financial planning tools, and portfolio management systems to streamline client service processes.

- Identify opportunities to improve efficiency and enhance the client experience through technology and workflow improvements.

Qualifications & Experience

- Bachelor’s degree in Finance, Business Administration, or a related field preferred.

- 2+ years of experience in wealth management, financial services, or client support.

- Strong knowledge of investment accounts, financial planning, and industry regulations.

- Experience with CRM platforms, custodial portals, and financial software (e.g., Salesforce, eMoney, or similar).

- Excellent organizational skills with the ability to multitask and prioritize tasks efficiently.

- Strong written and verbal communication skills with a client-first mindset.

- High level of professionalism, discretion, and attention to detail.

Why Join Us?

- Be part of a client-focused and collaborative team in a growing wealth management firm.

- Work in a dynamic environment that values professional development and career growth.

- Competitive salary, benefits, and performance-based incentives.

If you are detail-oriented, proactive, and passionate

about delivering outstanding client service, we encourage you to apply.