Client Services Associate

Strive is a leader in the shareholder-first movement in the United States, establishing one of the country’s fastest-growing asset management firms with over $1.9 billion in assets under management since its founding in 2022. Driven by core American values—Excellence, Meritocracy, Innovation, and Capitalism—Strive’s approach resonates strongly with investors and consumers alike.

Following the recent close of a $30 million Series B financing round led by Cantor Fitzgerald, Strive is launching its Wealth Management division. We seek mission-aligned, top-tier talent to help build this new business and drive our success.

Strive seeks a Senior Client Service Associate to ensure operational and experiential excellence for Strive Wealth Management clients. This individual is critical in maintaining high-quality and long-term client relationships.

Responsibilities: 

• Work with Leadership to implement a high-touch client service playbook to deliver consistent, high-quality results.
• Act as the primary contact for client inquiries related to account maintenance, cash management, distributions, and investment reporting, ensuring all requests are handled efficiently.
• Maintain relationships with Advisor and Investments teams to report client trends and needs.
• Understand the basic principles of asset allocation and the various investment strategies used at the firm.
• Create professional presentations and communications tailored to client needs and inquiries
• Effectively and promptly understand, address, and resolve client issues.
• Manage initiatives and refine procedures to improve client onboarding, communication, reporting, and account service.
• Oversee the wealth management CRM (HubSpot) for accurate, organized record-keeping.
• Administrate the firm’s reporting to clients in Envestnet Tamarac.
• Serve a subject matter expert for all systems required to fulfill client service responsibilities, specifically Charles Schwab, Envestnet Tamarac, and HubSpot.
• Ensure client service processes meet industry regulations and company standards for data security and compliance.
• Assist with Client Service Associate onboarding and training.

Requirements:

•  Relentless drive, ownership, and a solutions-focused mindset to achieve ambitious goals and fuel company growth.
• A bachelor’s degree in business, finance, accounting, economics, or a related field is required. A master’s degree in these fields is preferred.
• Ideal candidates will have a minimum of five years’ experience working in investment advisory, asset management or a financial services company or as a Client Service Associate.
• Strong verbal and written communication skills with the ability to build and maintain relationships with clients, prospects, and team members.
• Detail-oriented with excellent organizational skills and the ability to prioritize effectively in a dynamic environment.
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint), Adobe Acrobat, and DocuSign. Experience with CRM tools (HubSpot) and custodian platforms (notably Charles Schwab Advisor Center) is a plus. Experience with Envestnet Tamarac is required.
• Experience working at a startup is preferred.

Benefits:

• Competitive compensation package, including a generous initial equity grant
• Health, Vision & Dental Insurance
• 401K plan
• PTO
• & plenty of others!

Strive provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.