Client Service Associate

• Provide high‑touch service to sophisticated clients
• Prepare and process account paperwork, transfers, new accounts, and trade requests in a timely manner
• Assist with client meetings by preparing performance, attribution, and investment reports
• Maintain and organize confidential client documentation, legal and financial records, and correspondence
• Handle ongoing compliance tasks in accordance with firm policies
• Reconcile client portfolio accounts against custodial records to ensure accuracy
• Monitor client emails, prepare meeting notes, and track scheduling and follow‑up items
• Support back‑office reconciliation, portfolio monitoring, and operational processes
• Assist with performance reporting, including contribution and attribution analysis
• Support web‑based client meetings and operational workflows
• Provide assistance with international banking logistics and asset movement

• Bachelor’s degree required (Finance, Business, or related field ideal)
• 5+ years of experience in wealth management, financial services, banking, or brokerage
• Strong analytical, organizational, and problem‑solving abilities
• Excellent verbal and written communication skills
• high attention to detail
• Ability to work in a small, collaborative environment where multiple hats are worn
• Preference for local candidates due to on‑site responsibilities

Experience with Fidelity or Schwab platforms, Salesforce, or Black Diamond is a plus

• Clear career path with potential advancement into leadership roles
• Low‑turnover environment with strong mentorship and internal development
• Access to industry‑leading technology and ongoing training
• Excellent work‑life balance within a stable and growing firm
• Highly client‑focused culture with strong referral‑based growth
• Firm supports professional designations (e.g., Series 65, CFP)
• Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
• Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan