What are the responsibilities and job description for the Client Associate/Senior Client Associate position at The Parr McKnight Wealth Management Group?
ABOUT US
Parr McKnight Wealth Management Group is an established wealth management firm dedicated to helping people live their best lives. We’re honored to serve individuals, families, and professionals with diverse and complex financial needs. At Parr McKnight, we foster a collaborative, family-oriented culture where every team member is valued, supported, and encouraged to grow. Our team takes pride in delivering high-touch service, working together seamlessly, and going above and beyond to make a meaningful impact for each client.
POSITION SUMMARY
We’re looking for a dedicated Client Associate/Senior Client Associate who is passionate about delivering unparalleled client service. This role supports our advisors and high-net-worth clients, focusing on building strong relationships, managing client requests, and enhancing our client experience. The ideal candidate will be proactive, detail-oriented, and capable of handling a variety of client needs in a fast-paced environment. In this role, you’ll manage critical client service functions, handle complex account inquiries, support customized financial planning, and cultivate long-term client relationships. This position is central to our commitment to client satisfaction and requires strong organizational, communication, and financial skills.
WHY JOIN US?
• Family-Oriented Culture: Become part of a close-knit team where camaraderie and client
relationships come first.
• Professional Growth: We encourage lifelong learning and provide continuous training, mentorship, and support.
• Competitive Benefits: Enjoy a comprehensive benefits package, performance-based bonuses, and a work environment that values work-life balance.
• Unique Client Experience: Join a team known for creating lasting client connections, celebrating milestones, and delivering exceptional client service.
If you’re a client-service superstar who wants to grow in a dynamic and supportive environment, we’d love to hear from you.
KEY RESPONSIBILITIES
- Client Relationship Management: Serve as the primary contact for clients, providing prompt, personalized support for inquiries and addressing issues related to accounts, statements, transactions, and service requests.
- Strategic Relationship Building: Build and maintain strong client relationships by understanding their values and goals, acting as a trusted advisor who can communicate complex financial matters in clear terms.
- Account Management & Financial Coordination: Handle all aspects of client accounts, from openings to transfers and ongoing maintenance. Assist with documentation, trading requests, and account monitoring, while preparing tailored investment reports and presentations.
- Operational Expertise: Work closely with custodians, vendors, and internal teams to ensure seamless account maintenance, including transfers, distributions, and cash management.
- Exceptional Client Experiences: Proactively enhance client interactions by celebrating milestones and recognizing life events, delivering a personalized service that makes clients feel valued.
WHO YOU ARE
- Client-focused and relationship-driven
- Analytical, proactive, and detail-oriented
- Thrives in a fast-paced environment and capable of managing multiple priorities
- A natural problem-solver who is adaptable, innovative, and self-motivated
- Comfortable with technology, including CRM systems and Microsoft Office
QUALIFICATIONS
- 3 years in a client service role within wealth management or financial services
- Proficiency with CRM systems and financial software
- Strong written and verbal communication skills; ability to explain complex topics simply
- Series 65 and 66 licenses preferred
- Bachelor’s degree in Finance, Business, or related field preferred
Salary : $65,000 - $120,000