Client Associate - Wealth Management

High Profile, Inc.; Dallas (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

SIE sponsorship

Series 65 sponsorship

Growth opportunities

Work-life balance

Senior leadership exposure

Job summary

High Profile, Inc. seeks a polished Client Associate / Administrative Coordinator to support advisors and clients in a high-touch, relationship-driven environment. You’ll work closely with senior leadership and have meaningful responsibility from day one.

This role offers exposure to senior leadership, a collaborative culture, and opportunities for growth with sponsorship for SIE and Series 65 exams.

Responsibilities

• Coordinate client meetings and prepare advisors with current client information
• Serve as a primary contact for routine client requests and follow-up
• Request, organize, and maintain confidential client documentation
• Keep client data, beneficiaries, and trusted contacts accurate and up to date
• Complete authorization forms and coordinate with CPAs, attorneys, insurance professionals, and other partners
• Prepare tax letters and standard client communications
• Maintain and improve internal and client-facing workflows
• Track details, deadlines, and follow-up to ensure nothing falls through the cracks

Job description

Independent advisory firm seeks a polished, detail-oriented Client Associate / Administrative Coordinator to support advisors and clients in a high-touch, relationship-driven environment.This role is ideal for someone who takes ownership, enjoys keeping processes organized, and takes pride in accuracy and follow-through. You’ll work closely with senior leadership and have meaningful responsibility from day one.

Key Responsibilities

• Coordinate client meetings and prepare advisors with current client information
• Serve as a primary contact for routine client requests and follow-up
• Request, organize, and maintain confidential client documentation
• Keep client data, beneficiaries, and trusted contacts accurate and up to date
• Complete authorization forms and coordinate with CPAs, attorneys, insurance professionals, and other partners
• Prepare tax letters and standard client communications
• Maintain and improve internal and client-facing workflows
• Track details, deadlines, and follow-up to ensure nothing falls through the cracks

What You’ll Receive

• Direct exposure to and collaboration with senior leadership
• Supportive, team-oriented culture
• Opportunity for continued growth and expanded responsibilities
• Strong commitment to work-life balance
• SIE and Series 65 sponsorship, including exam fees