Client Service Associate

Our client is a small, boutique wealth management firm known for providing personalized financial planning services. They are looking to add a Client Service Associate to their team. The firm offers a close-knit, collaborative team environment and places a high value on integrity, service, and long-term client relationships.

Salary/Hourly Rate:

$100k
Bonus eligible up to 10% of base salary, discretionary, and tied to performance 

Position Overview:

Our client is seeking a Client Services Associate to support their Wealth Management team. This person will play a key role in client interaction, account administration, and operational support. The ideal candidate is personable, organized, detail-oriented, and enjoys working in a small team environment. This opening is due to a retirement and offers room for increased responsibility and compensation over time.

Responsibilities of the Client ...