What are the responsibilities and job description for the Client Service Associate position at Hawthorne Lane?
Are you a detail-oriented professional with a passion for finance and client service? This growing wealth management firm is seeking a Client Services Associate to be the backbone of its operations, ensuring a seamless experience for clients and internal teams alike. In this role, you will be responsible for managing client accounts, handling financial transactions, and supporting key business initiatives—all while maintaining the highest standards of accuracy and professionalism. If you thrive in a fast-paced environment, enjoy working with numbers, and are eager to grow in the financial services industry, we encourage you to apply!
Key Responsibilities :
- Serve as the main point of contact for clients, handling inquiries and ensuring a smooth client experience.
- Manage account administration, including new account setup, transfers, contributions, and beneficiary updates.
- Prepare detailed client reports and meeting materials, ensuring accuracy in all documentation.
- Oversee compliance and licensing requirements for the firm.
- Work closely with internal teams and external partners to streamline operations.
- Assist with investment research, document organization, and client communication.
- Provide operational support for special projects and strategic initiatives.
Why You’ll Love Working Here :
What We’re Looking For :
Essential to Hawthorne Lane’s success is our ability to attract talent from a range of backgrounds. Our network reflects the diverse community around us, and we believe in a workplace where everyone feels valued and empowered to succeed. Applicants will not be discriminated against on the basis of race, color, creed, religion, sex, national origin, age, disability, marital or veteran status, sexual orientation, or any other legally protected status.
