Entry-Level Client Service Associate (January 2026)

Entry-Level Client Service Associate (January 2026)

Founded in 1952, RubinBrown LLP is one of the nation's leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships.

The Client Service Associate is responsible for working with the Lead Advisor to serve wealth management clients. The Client Service Associate would be relied upon to execute operational tasks, build a rapport with the clients and Lead Advisor, and develop into an advisor within 3-5 years.

Major Responsibilities :

• Become proficient in executing tasks (trades, disbursements, account onboarding, account maintenance, etc.) with our custodian, Charles Schwab, on behalf of our clients.
• Complete 100% of action items related to client in a timely manner.
• Prepare and update Financial Plans.
• Review and summarize Estate Plans.
• Prepare client portfolio review meeting documents.
• Attend client meetings with the Lead Advisor.
• Document meeting notes and work with Lead Advisor execute tasks driven from the client meetings.
• Build relationships with clients and RubinBrown team members.
• Maintain current client information in all existing databases.

Preferred Experience / Background / Skills :

Working Conditions :

One Firm : To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity / affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

EEO Employer W / M / Vet / Disabled