What are the responsibilities and job description for the Client Service Associate position at Boutique Recruiting?
Onsite
A thriving wealth management firm is seeking two Client Service Associates (CSAs) to join their high-performing, fast-paced team supporting financial advisors. This role is ideal for detail-oriented, professional, and proactive individuals who excel at managing client relationships, handling financial transactions, and ensuring smooth operations. CSAs are responsible for client onboarding, paperwork processing, meeting preparation, and assisting with account management tasks such as money movements and transfers.
They are looking for highly organized candidates with experience in financial services who thrive in a collaborative, client-focused environment.
Salary Range : $75,000 - $90,000 / year DOE
Client Service Associate Responsibilities :
- Support Senior Vice President and their clients by leading and implementing the client service model
- Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers
- Responds to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc
- Ensures accurate completion of prospect / new client paperwork / set up
- Maintains CRM database and client files
- Research and follow up on any issues with the Broker / Dealer, WEG Operations, and vendors
- Record incoming assets to the appropriate blotting tool
- Learn Company product suitability guidelines, financial operational processes, and financial sales processes
- Support client service functions for all teams as requested
Client Service Associate Requirements :
Benefits :
Apply now!
LI-KL1
Salary : $75,000 - $90,000
