Client Service Associate

WebsterRogers Financial Advisors LLC; Florence (SC); On-site; USD 42,000 - 62,000; Full time

Job summary

WebsterRogers Financial Advisors LLC in Florence, SC seeks a Client Service Associate to support lead advisors by coordinating administrative and operational work to serve clients effectively.

You will assist with meeting support, client follow-up, onboarding coordination, CRM management, and contribute to firmwide service and growth initiatives, leveraging strong communication and organizational skills. Bachelor’s degree preferred; experience in wealth management is a plus.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Prior client service or operations experience within a registered investment adviser or wealth-management firm is preferred.
• Strong attention to detail, organization, and time-management skills.
• Ability to manage multiple priorities and follow responsibilities through to completion.
• Proactive, resourceful, and willingness to learn.
• Strong written, verbal, and active-listening skills.
• Professional and empathetic approach to client service.
• Sound judgment and the ability to recognize when an issue should be escalated.
• Strong team orientation and willingness to support others.
• Comfort learning and working across multiple technology platforms.
• Intermediate to advanced proficiency with Microsoft Office.
• Experience with CRM, custodian, or document-management is preferred.

Responsibilities

• The Client Service Associate supports WRFA’s lead advisors by coordinating the administrative and operational work required to serve clients effectively.
• This role helps move client conversations into action through meeting support, client follow-up, onboarding coordination, CRM management, and support of firmwide service and growth initiatives.

Skills

Attention to detail

Time-management

Multitasking

Proactive and resourceful

Written and verbal communication

Team-oriented

Tech-savvy across platforms

Microsoft Office proficiency

CRM experience preferred

Education

Bachelor’s degree or equivalent professional experience

Tools

Microsoft Office

CRM systems

Document management systems

Job description

Company Description

WebsterRogers Financial Advisors LLC (WRFA) is a wealth management firm that places client goals and comprehensive financial planning at the center of its services. Our team is dedicated to focusing on our clients’ best interest and provide them with advice and recommendations that are most suitable for their specific circumstances. This client-first approach builds trust and confidence, ensuring that financial well-being is the highest priority for every relationship.

Role Description

The Client Service Associate supports WRFA’s lead advisors by coordinating the administrative and operational work required to serve clients effectively. This role helps move client conversations into action through meeting support, client follow-up, onboarding coordination, CRM management, and support of firmwide service and growth initiatives.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Prior client service or operations experience within a registered investment adviser or wealth- management firm is preferred.
• Strong attention to detail, organization, and time-management skills.
• Ability to manage multiple priorities and follow responsibilities through to completion.
• Proactive, resourceful, and willingness to learn.
• Strong written, verbal, and active-listening skills.
• Professional and empathetic approach to client service.
• Sound judgment and the ability to recognize when an issue should be escalated.
• Strong team orientation and willingness to support others.
• Comfort learning and working across multiple technology platforms.
• Intermediate to advanced proficiency with Microsoft Office.
• Experience with CRM, custodian, or document-management is preferred.