Client Associate

About SC3F Wealth Management Group

SC3F Wealth Management Group is a financial services firm focused on helping clients manage, grow, and protect their wealth through personalized strategies and guidance. The team provides comprehensive support across investment planning, retirement planning, and overall financial well-being. SC3F Wealth Management Group emphasizes long-term relationships, transparent communication, and tailored solutions aligned with each client’s goals. Team members work in a collaborative environment that values integrity, client-centric service, and ongoing professional development.

About the Role

The Client Associate is a full-time, on-site role supporting advisors and clients in day-to-day wealth management activities.

Key Responsibilities

• Respond to client inquiries.
• Schedule meetings.
• Prepare account documentation and reports.
• Process transactions.
• Maintain accurate client records.
• Coordinate follow-ups to ensure timely resolution of service requests.
• Assist with basic financial analysis.
• Support sales and marketing initiatives.
• Collaborate with advisors to deliver a consistent, high-quality client experience.

Requirements & Tech Stack

• Strong attention to detail.
• Excellent organization.
• Ability to manage multiple tasks in a professional office environment.
• Proficiency with office software.
• Proficiency with CRM systems.
• Strong organizational abilities.
• High level of professional integrity and confidentiality.

Qualifications

• Strong Client Services skills with a commitment to delivering responsive, respectful, and reliable support.
• Clear and professional Communication skills, including confident phone, email, and in-person interactions.
• Solid Analytical Skills to review data, prepare reports, and support basic financial assessments.
• Foundational knowledge of Finance or an interest in developing expertise in wealth management.
• Sales-oriented skills, such as relationship building, follow-up discipline, and support of business development activities.
• Relevant qualifications may include a bachelor’s degree in finance, business, or a related field, or equivalent experience in financial services or client-facing roles.