Client Services Associate

Key Responsibilities: Serve as a primary point of contact for client service requests, including account inquiries, transfers, and documentation Prepare client meeting materials, including performance reports, account summaries, and agendas Process account opening, transfer, and maintenance paperwork accurately and in a timely manner Coordinate with custodians and third-party providers to resolve account issues Maintain and update client records in the CRM system Assist advisors with scheduling, follow-ups, and client communication Monitor deadlines related to required client documentation, compliance filings, and account reviews Support the onboarding process for new clients, ensuring a smooth transition Identify opportunities to improve internal workflows and client service processes Qualifications 2+ years of experience in a client-facing role within wealth management, financial planning, or investment advisory services Strong organizational skills with close attention to detail Excellent written and verbal communication skills Ability to manage multiple priorities in a fast-paced environment Series 7/63/65 licenses are a plus, but not required