Client Service Associate

Towneley Capital Management, Inc.; California (MO); Vor Ort; USD 65.000 - 75.000; Vollzeit

Benefits dieser Stelle

Medical insurance

401(k) Retirement Plan

Employee Stock Ownership Plan (ESOP)

Flexible Spending Account

Zusammenfassung

A financial advisory firm is seeking a Client Service Associate to enhance client experiences and support wealth advisors. The ideal candidate will personalize interactions, manage client communications, and thrive in a collaborative setting. Candidates should have at least two years of financial services experience and strong organizational skills. This role is full-time with a competitive salary of $65,000 to $75,000 and benefits including medical insurance and an employee stock ownership plan.

Qualifikationen

• Minimum of two years of financial services experience preferred.
• Strong verbal and written communication skills with a professional tone.
• Ability to anticipate client's needs.
• Self-starter with a solutions-focused mindset.

Aufgaben

• Deliver exceptional client experiences at every interaction.
• Manage the firm’s CRM to strengthen client relationships.
• Track and resolve service requests promptly.
• Collaborate with colleagues and contribute to team success.

Kenntnisse

Highly organized

Strong communication skills

Problem-solving skills

Tech-savvy

Positive demeanor

Jobbeschreibung

Director of Operations | Strategic Integrator | Driving Execution, Accountability & Growth

About Us

Founded over 50 years ago, Towneley is a well-established independent registered investment advisory firm dedicated to delivering exceptional investment management and financial planning solutions. Serving both individual and institutional clients, we provide concierge-level service that reflects our commitment to excellence, responsiveness, and attention to detail. Our clients trust us as their financial partner, valuing our thorough communication, strong follow-through, and genuine care.

Why Join Us

As an employee-owned firm, our employees are the cornerstone of our success. At Towneley, we foster an environment where collaboration, growth, and personal fulfillment thrive. Anchored in the principles of integrity, teamwork, and professional excellence, we empower our people, inspire innovation, and celebrate shared achievements.

The right fit for our culture is someone who approaches challenges with curiosity, takes ownership of their work, and values open communication and mutual respect. We are a team that supports one another, shares knowledge freely, and works toward common goals with a solutions-oriented mindset. Here, your contributions are recognized, and your ideas have a real impact.

About the Role

The Client Service Associate plays an integral role in delivering exceptional client service and supporting our wealth advisors. This position requires a commitment to stellar client service, a proactive mindset, and the ability to thrive in a small company environment.

Key Responsibilities

• Deliver exceptional client experiences at every interaction


• Address client needs with thoughtful, service-focused solutions


• Managing the firm’s CRM to strengthen client relationships and maintain accurate, up-to-date records


• Track and resolve service requests promptly and accurately


• Proactively manage documents, information, and follow-ups between advisors and clients


• Collaborate with colleagues, share knowledge, and contribute to team success


• Assist other departments, as needed, with opportunities to gain exposure to compliance, billing, and marketing

Qualifications & Cultural Fit

• Highly organized, detail-oriented, with the ability to balance multiple advisors’ needs and priorities under tight deadlines


• Strong verbal and written communication skills with a professional, empathetic tone


• Ability to anticipate and fulfill client needs with accuracy and care


• Self-starter with problem-solving skills and a solutions-focused mindset


• Thrives in a collaborative environment, valuing respect, open communication, and shared success


• Positive, professional demeanor with polished client service and phone etiquette


• Eagerness to learn and contribute across departments


• Tech-savvy and able to quickly learn and adapt to new platforms, tools, and software


• Receptive to feedback and committed to continuous improvement

Education, Experience, Licenses & Designations

We seek the following in our Client Services Associates:

• Minimum of two years of financial services experience preferred


• Other professional client service experience will be considered

Compensation and Benefits

• Competitive salary/hourly range of $65,000 to $75,000, while considering the candidate's experience


• Potential to earn bonuses


• Medical insurance


• Dental PPO and HMO insurance


• Life/AD&D insurance


• 401(k) Retirement Plan


• Employee Stock Ownership Plan (ESOP)


• Vacation and Sick Time


• Voluntary FSA - Flexible Spending Account (Medical and Dependent Care)


• Other voluntary benefits are available

Seniority level

• Entry level

Employment type

• Full-time

Industries

• Investment Management