Wealth Management Associate

About the Role

This role supports a growing advisory team within a well-established, fee-only wealth management firm. The Client Service Associate is integral to ensuring a smooth client experience and efficient day-to-day operations, with exposure to onboarding, account maintenance, portfolio administration, and client communication.

Key Responsibilities

• Support client onboarding, including account opening, transfers, and system updates
• Process client paperwork and account maintenance with custodians
• Serve as a point of contact for clients via phone and email
• Maintain accurate client information and task notes in the CRM
• Coordinate with custodians to ensure timely and accurate processing
• Assist with portfolio system maintenance and reporting updates
• Support internal teams with document management and workflow organization

Requirements & Tech Stack

• Prior experience in wealth management, financial services, or a related client service role
• Strong written and verbal communication skills
• Highly organized with strong attention to detail
• Comfortable managing multiple priorities in a fast-paced environment
• Proficiency with Microsoft Office
• Experience with CRM systems and portfolio reporting platforms (Tamarac, Salesforce, or similar) is a plus
• Experience working with Schwab and/or Fidelity is a plus

Qualifications

• Supportive, team-first culture with long-term growth opportunities
• Fee-only, fiduciary wealth management environment
• Strong team culture: collaborative, supportive, and low-ego
• Exposure to the full client lifecycle in wealth management
• Long-term career runway within a growing firm