Client Services Associate
Aligned Wealth
Miami, FL0–2 yrs1h agovia LinkedIn
About the Role
The Client Services Associate is a full-time, on-site role based in Miami, FL, responsible for delivering high-quality service and support to Aligned Wealth clients. The role collaborates closely with the advisory and operations teams to ensure timely, accurate execution of client requests and a consistently positive client experience. This position requires attention to detail, strong organizational skills, and a commitment to fiduciary standards and confidentiality.
Key Responsibilities
- Responding to client inquiries.
- Coordinating account openings and maintenance.
- Processing transactions.
- Assisting with documentation and onboarding.
- Supporting advisors with meeting preparation.
- Supporting advisors with follow-up communications.
- Maintaining accurate client records in firm systems.
Requirements & Tech Stack
- Proficiency with CRM and office software.
- High accuracy in data entry and documentation.
Qualifications
- Strong client-facing skills.
- Client Services and Customer Service experience.
- Support-focused capabilities.
- Customer Support and issue resolution skills.
- Excellent Communication skills, both written and verbal.
- Ability to explain financial information clearly.
- Foundational knowledge in Finance, including comfort with investment and wealth management concepts.
- Strong organizational skills.
- Strong time-management skills.
- Prior experience in a wealth management or financial services environment (beneficial).
- Bachelor’s degree in finance, business, economics, or a related field (beneficial).