Client Service Associate, Wealth Management
Overview
Own the full client service lifecycle at Stratos Private Wealth, managing onboarding, account maintenance, and money movement for a book of high-net-worth clients. You will work directly with Lead Advisors and Associate Advisors, ensuring every client interaction is accurate, timely, and personalized. This role sits at the center of our operations, coordinating with our Investment team and using Salesforce, Orion, and eMoney to deliver a seamless experience. You'll gain exposure to financial planning and advisory work, with a clear path for career growth and a 6% 401(k) match.
What You'll Do8
- 1Build lasting client relationships through responsive, personalized service and consistent communication, ensuring every interaction reflects our commitment to excellence.
- 2Process client service requests including account updates, money movement, account maintenance, and documentation with 100% accuracy.
- 3Coordinate a seamless onboarding experience for new clients, managing every step from paperwork to welcome calls with professionalism.
- 4Partner with Lead Advisors and Associate Advisors to complete client requests and proactively resolve issues before they escalate.
- 5Leverage Salesforce, Orion, and eMoney to organize client data, support advisor workflows, and maintain clean records.
- 6Prepare reports and assist with quarterly, annual, and firm-wide projects that drive business insights.
- 7Anticipate client needs and identify solutions with a problem-solving mindset, turning potential issues into positive outcomes.
- 8Maintain compliance standards by keeping accurate client records and ensuring all documentation meets firm and SEC requirements.
Requirements8
- 1Bachelor's degree in finance, business, or a related field.
- 21+ years of client service experience, ideally in financial services or wealth management.
- 3Strong attention to detail and a track record of error-free work.
- 4Excellent organizational and time management skills to handle multiple priorities.
- 5Professional written and verbal communication skills for client-facing interactions.
- 6Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and comfort learning new systems.
- 7Positive attitude with a collaborative, team-first mindset.
- 8Ability to manage multiple priorities in a fast-paced environment.
Salary Insight
$70 - $85k per year
Location
Required Skills
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