Client Services Associate
3 days ago
We are a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork, professionalism, and proactive support for both our clients and financial advisors. We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and administrative tasks. This individual will play a critical role in ensuring a smooth client experiencefrom preparing for meetings to supporting account operations and follow-up.
Key ResponsibilitiesClient & Advisor Support
- Schedule client meetings and manage advisor calendars
- Prepare materials, reports, and documentation for client meetings
- Assist advisors with follow-up action items after meetings
- Build and maintain strong, trustworthy client relationships by delivering responsive, high-quality service
Account Operations
- Support new client onboarding
- Open new accounts across multiple custodians
- Process various types of paperwork, forms, and required documentation
- Handle account maintenance requests, including beneficiary updates, address changes, and other service items
- Process money movement requests (transfers, distributions, contributions, etc.)
External Communication & Coordination
- Communicate with custodians and external financial institutions such as annuity and insurance carriers
- Track and follow up on outstanding paperwork or service requests
- Maintain accurate client records and ensure compliance with firm and industry standards
- 25 years of experience in financial services, wealth management, or a related client service role (preferred)
- Strong understanding of investment accounts, custodial platforms, or advisor support operations (preferred)
- Excellent organizational skills with strong attention to detail
- Ability to prioritize and manage multiple tasks in a fast-paced environment
- Strong verbal and written communication skills
- Proficiency with Microsoft Office; experience with CRM systems is a plus
- Professional, positive attitude and a commitment to exceptional client service
- Bachelor's degree (preferred)
- Competitive salary of $70,000
- 17 PTO days plus all U.S. stock market holidays
- Comprehensive health, dental, and vision insurance
- 401(k) plan with a 4% company match
- Supportive, collaborative team environment
- Opportunities for skill development and career growth within the firm
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
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