Client Services Associate

A bit about us :

Established as a distinguished independent financial advisory firm, our company provides strategic wealth management and advisory services to ultra- and high-net-worth individuals, families, institutions, and corporations. With offices across multiple U.S. markets and a presence internationally, we manage substantial client assets and focus on delivering personalized, high-quality service.

Why join us?

Be part of a respected and rapidly growing independent financial advisory firm with a rich heritage and forward-looking vision.

Work closely with a talented Private Advisor team dedicated to delivering personalized service to high-net-worth clients.

Gain hands-on experience in a dynamic environment that values professional growth and development.

Enjoy a collaborative culture that encourages innovation, integrity, and excellence.

Benefit from a competitive compensation package, comprehensive benefits, and opportunities for career advancement.

Job Details

Our Private Advisor team within the Family Office division is seeking a dedicated and detail-oriented Client Services Associate to support its growing operations. This role serves as a critical liaison between the advisors and their high-net-worth clients, ensuring smooth account management and exceptional client service. The ideal candidate is organized, proactive, and eager to develop professionally in a dynamic environment.

Key Responsibilities

Facilitate account openings and maintenance activities

Manage asset transfers and money movement processes

Assist clients with completing investment subscription documentation

Oversee cash management tasks including Required Minimum Distributions (RMDs)

Support client access to online platforms and respond to inquiries regarding account activity and statements

Manage administrative duties related to client life events and other operational needs

Deliver superior client service and support day-to-day account administration

Handle operational elements including reporting on holdings and investment performance, posting cash activity, and executing trade instructions

Prepare and submit expense reports using corporate systems

Process client cashiering requests such as wire transfers, check processing, and journal entries

Support marketing initiatives by assisting with client events and seminars

Provide administrative and office support to the advisory team

Draft client correspondence, obtain approvals, and manage timely communication

Review and reconcile daily account activities and ensure accuracy with custodial systems

Coordinate client insurance and annuity processes

Assist with preparation of client meeting materials, including presentations and reports

Attend client meetings as needed and present performance updates

Maintain proper filing and documentation for client accounts

Participate in compliance training and continuing education as required

Perform additional tasks as assigned

Qualifications

3 to 5 years of client service experience within financial services or a related field preferred

Securities licenses such as Series 7 and 66 strongly preferred or willingness to obtain

Bachelor's degree (BA / BS)

Skills and Competencies

Excellent client-facing, interpersonal, and organizational skills

Strong attention to detail with the ability to prioritize and manage multiple tasks in a fast-paced environment

Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint

Familiarity with financial planning software (e.g., eMoney) is a plus

Ability to work effectively under pressure and handle frequent interruptions

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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