Client Service Associate

SUMMARY:

The Client Service Associates provides high-touch administrative and client service support to Wealth Advisors and the broader wealth management team. This role is critical to delivering a consistent, professional client experience by supporting onboarding, account servicing, meeting preparation, documentation follow-through, and day-to-day client needs. The Client Service Associate serves as a key partner to advisors, ensuring operational excellence and exceptional service delivery.

PRINCIPAL ACCOUNTABILITIES:

Time: Description:

20% Serve as first point of contact for routine client inquiries, delivering timely, accurate, and professional service and escalating complex needs as appropriate.

20% Support ongoing client stewardship by tracking review schedules, outreach cadence, and follow-up deliverables.

10% Maintain a high standard of confidentiality, accuracy, and responsiveness in all client interactions.

10% Coordinate client onboarding workflows, including account opening, documentation collection, and coordination with internal partners.

10% Ensure client records are complete and accurate across systems and CRM platforms. Serve as a system subject matter expert.

5% Assist with service requests, documentation updates, and routine account maintenance.

5% Prepare meeting materials, reports, and presentations for client reviews and advisor meetings.

5% Coordinate scheduling, meeting logistics, and follow-up actions.

5% Maintain organized electronic files and documentation in accordance with Bank standards.

5% Partner closely with advisors and other team members to ensure seamless execution of client service and operational tasks.

5% Support process consistency and service excellence by following established procedures and identifying opportunities for improvement.

BASIC QUALIFICATIONS:

Bachelors degree with a minimum of 2 years experience in wealth management, banking, financial services or an equivalent combination of education and experience.

ADDITIONAL QUALIFICATIONS:

• Strong attention to detail with the ability to manage multiple priorities in a fast paced environment.
• Proficiency with Microsoft Office and CRM systems.
• Service oriented with a focus on consistency and client satisfaction.
• Strong organizational and follow-through skills.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.

They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Affirmative Action/Equal Opportunity Employer