What are the responsibilities and job description for the Client Associate position at Boutique Recruiting?
Onsite
A thriving wealth management firm is seeking a Client Associate to join their Butte, MT office. This role provides critical support to a Financial Advisor managing $220M in assets, ensuring seamless client service, account management, and operational efficiency. The ideal candidate is a tech-savvy, detail-oriented professional with financial services experience, though they are open to motivated individuals from other industries who are quick learners, proactive problem-solvers, and strong communicators.
Client Associate Responsibilities :
- Deliver high-quality, efficient service to clients through daily management of assigned retirement plan and wealth management clients
- Oversee client projects such as qualified plan recordkeeper RFPs, plan changes and due diligence projects
- Growing knowledge of qualified retirement plans, investments, recordkeepers and plan design
- Assist Financial Advisor with retirement plan reviews & investment research for current and prospective clients
- Ability and willingness to conduct group education presentations
- Handle meeting follow-ups, including meeting minutes, fund changes, recordkeeper management, and plan administration items
- Exceptional verbal, written, presentation and interpersonal communication skills
- Manage clients and projects with minimal oversight, identifying and securing necessary resources
- Review meeting materials for accuracy
- Maintain client CRM records
- Strong organization skills. Attention to detail and accuracy including the ability to perform semi-advanced math
- Proven ability to handle competing tasks and manage time efficiently and effectively
- Provide exceptionally professional and courteous customer service supporting client satisfaction including effectively articulating certain requirements in a regulatory environment
- Adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations
- Review, maintain and process account documents and information - Inform FA of meaningful information and activities related to client accounts and transactions including suspicious activity
- Assist Financial Advisor in developing and implementing periodic client mailings, communications and events
- Provide administrative support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned by the FA and / or Branch Manager
- Other projects and duties as assigned!
Client Associate Requirements :
Benefits :
Apply now!
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