Client Service Associate - Wealth Management 100% Remote

Client Service Associate

Join a highly specialized wealth management firm that serves an exclusive clientele of senior executives, partners in consulting and law, and other accomplished professionals. Our approach is boutique and deeply personalized, focusing on comprehensive financial planning and long-term wealth strategies. This is an opportunity to work in a dynamic, forward-thinking environment that values precision, client care, and innovation.

As a Client Service Associate, you'll be the backbone of client relationshipsproviding exceptional service, managing critical administrative processes, and ensuring seamless coordination between clients, advisors, and custodians. Your work will directly impact the client experience and the success of our advisory team.

What You'll Do :

• Serve as the first point of contact for client inquiries and requests
• Prepare and process documentation for new and existing accounts
• Coordinate with custodians and vendors to ensure smooth transactions
• Manage calendars, schedule meetings, and support advisor travel logistics
• Prioritize multiple tasks in a fast-paced environment
• (If licensed) Assist with trading and portfolio rebalancing

What We Offer :

Requirements :