Client Experience & Onboarding Specialist

WebsterRogers Financial Advisors LLC; Florence (SC); On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

Flexible work options

401(k) match

Parental leave

Paid holidays

3 weeks PTO

Professional development

Leadership mentorship

Team retreats

Job summary

WebsterRogers Financial Advisors LLC is seeking a Client Service Associate to support lead advisors by coordinating the administrative and operational work that keeps our clients well cared for — from meeting support and onboarding to CRM management and firmwide service initiatives.

This is a client-facing operations role, ideal for someone who's organized, proactive, and genuinely enjoys creating a great experience for clients and colleagues alike.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Prior client service or operations experience within a registered investment adviser or wealth-management firm preferred.

Responsibilities

• Attend client meetings to support advisors, document discussions, and coordinate follow-ups.
• Prepare meeting notes, update the CRM, and manage follow-up tasks.
• Create a welcoming in-person experience from room prep to refreshments.
• Coordinate new-client onboarding, including account paperwork and access setup.
• Assist with quarterly account reviews and materials for advisor review.
• Maintain accurate client records across firm systems.
• Lead CRM workflows, reports, and team education.
• Support firm growth initiatives like webinars and client events.
• Identify workflow gaps and propose efficiency improvements.

Skills

Attention to detail

Organization

Time-management

Multitasking

Written communication

Verbal communication

Active listening

Empathetic client service

Judgment

Tech literacy

MS Office

CRM experience

Education

Bachelor's degree or equivalent

Tools

CRM systems

Document-management systems

Microsoft Office

Job description

WebsterRogers Financial Advisors LLC is seeking a Client Service Associate to support lead advisors by coordinating the administrative and operational work that keeps our clients well cared for — from meeting support and onboarding to CRM management and firmwide service initiatives.

This is a client-facing operations role, ideal for someone who's organized, proactive, and genuinely enjoys creating a great experience for clients and colleagues alike.