Client Service Associate

Client Service Associate

Step into a role where relationship-building meets precision and organization. As a Client Services Associate, you'll be the trusted point of contact for high-net-worth clients, ensuring their needs are met seamlessly while supporting the team with operational excellence. This is a hands-on position perfect for someone who thrives in a client-focused environment and enjoys making complex processes feel effortless.

Best-in-Class Benefits and Culture :

Our client values their employees' time and efforts. Their competitive compensation of $130,000 - $150,000 base + 10% bonus, depending on experience, and an extensive benefits package, enhance their commitment to your success. Our client's benefits package includes :

• Comprehensive health coverage : Medical, dental, and vision insurance provided
• Robust retirement planning : 401(k) plan available with employer matching
• Financial security : Life and disability insurance for added protection
• Flexible financial options : Health savings and flexible spending accounts offered
• Well-being and work-life balance : Paid time off

Plus, they work to maintain the best possible environment for their employees, where people can learn and grow with the company. They strive to provide a collaborative environment where everyone feels encouraged to contribute to their processes, decisions, planning, and culture.

Required Qualifications :

Preferred Qualifications :

Your responsibilities as the Client Service Associate will include :

Join Our Team

Step into a high-impact role where every client interaction matters and your expertise drives success. Apply now to be part of a dynamic team shaping the future of wealth management.

Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.