Client Services Associate - Wealth Assets

About Us:
At Arista Wealth Management, we set the gold standard for exceptional service and financial expertise, managing private client assets with a singular focus: helping individuals and families achieve their financial dreams. We are a team of driven, collaborative professionals committed to a people-first approach that puts clients at the heart of everything we do.

We believe in the power of working together in person. Our office environment fosters unparalleled teamwork, dynamic problem-solving, and a shared commitment to excellence. If you thrive in a fast-paced, people-centered workplace and love going above and beyond for clients, we want to meet you!

The Role:
We’re seeking a Client Service Associate who will be a vital part of our high-performing team. This role is about more than operational support—it’s about building meaningful relationships, solving problems proactively, and ensuring every client feels valued and cared for.

As a Client Service Associate, you’ll play a critical role in delivering world-class service to our high-net-worth clients. If you’re detail-oriented, tech-savvy, and thrive in a collaborative office environment, you’ll fit right in.

Key Responsibilities:

• Client-Focused Support: Serve as the primary point of contact for private clients, addressing inquiries, resolving issues, and ensuring every interaction reflects our dedication to excellence.
• Account Management: Open and maintain accounts across multiple custodians with accuracy and efficiency.
• Operational Expertise: Process wires, trades, and transfers with precision, leveraging your in-depth understanding of custodian platforms.
• Team Collaboration: Work closely with advisors to prepare for client meetings, organize client activity reports, and maintain accurate records in our CRM system (e.g., Wealthbox).
• Marketing Assistance: Support the team in executing marketing initiatives by organizing and distributing pre-prepared materials for client meetings and communications.
• Client Events: Assist in the execution of client events, ensuring a seamless and exceptional experience for attendees.
• Problem Solving: Identify potential client needs before they arise and offer thoughtful, proactive solutions.
• Compliance: Strictly adhere to industry regulations and firm policies, ensuring all processes meet the highest compliance standards while delivering exceptional client service.

Qualifications:

• Experience: 3-5 years in a client service role within the financial services industry, focusing on private client assets.
• Custodial Knowledge: Familiarity with multiple custodians and their platforms is essential (Fidelity and Schwab is a plus).
• Technology Proficiency: Strong skills in CRM systems (experience with Redtail is a plus) and Microsoft Office Suite.
• Detail-Oriented: Precision and accuracy are your trademarks.
• Financial Acumen: A solid grasp of financial concepts and account management.
• Client-Centric Approach: Outstanding communication and interpersonal skills, with a genuine passion for building meaningful client relationships.
• Office Mindset: Thrive in a collaborative, in-office environment where teamwork drives success.

What We Offer:

• Competative Compensation: We believe in recognizing and rewarding top talent. Compensation is competitive and will be commensurate with your experience and contributions to our success, with opportunities for performance bonuses.
• Growth Opportunities: We’re invested in your career. From day one, you’ll have access to training, mentorship, and clear paths for advancement within a growing and dynamic firm.
• Team Culture: Join a workplace where collaboration, innovation, and shared success are at the core of everything we do. We’re more than colleagues—we’re a team dedicated to helping each other thrive.
• World-Class Office Environment: Work in a professional, welcoming space designed to foster focus, teamwork, and meaningful connections.
• Perks and Benefits: Enjoy wellness initiatives, paid professional development, and engaging team events that create a balanced and supportive work environment.

Job Type: Full-time

Pay: $55,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Finance: 3 years (Required)
• client services associate: 3 years (Required)

Ability to Relocate:

• Las Vegas, NV 89148: Relocate before starting work (Required)

Work Location: In person

Salary : $55,000 - $80,000