Client Service Associate

Element Pointe Family Office; Miami (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

Element Pointe Family Office in Miami, FL seeks a Client Service Associate to support wealth management clients through account opening, asset transfers, and onboarding, reporting to the VP & Client Service Manager. The role emphasizes accuracy, strong client communication, and adherence to compliant operating practices, with experience in financial services and CRM systems preferred.

Proven ability to coordinate with custodians and assist in billing and CRM administration will help maintain

Qualifications

• Series 65 license required; the firm will sponsor candidates who do not yet hold it, with successful completion required within 90 days of hire as a condition of continued employment
• Two or more years of operational experience in financial services preferred
• Strong written and verbal communication skills
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Familiarity with Salesforce CRM, Fidelity WealthScape, Schwab AdvisorCenter, Goldman Sachs Custody Solutions, and Addepar is a plus

Responsibilities

• Manage new account opening documentation and client onboarding
• Process transfers of assets and coordinate wire/journal requests with custodians
• Conduct reporting, reconciliation, and analysis across client accounts and trade activity
• Assist in the administration of client billing and maintaining CRM data integrity
• Support implementation of the firm’s compliance policies and procedures
• Handle additional administrative and operational tasks as they arise

Skills

Series 65 license

CRM experience

MS Office

Communication

Financial services operations

Tools

Salesforce CRM

Fidelity WealthScape

Schwab AdvisorCenter

Goldman Sachs Custody Solutions

Addepar

Job description

Element Pointe Family Office is an independent, fee-only multi-family office and wealth management firm based in Miami, Florida. As an SEC-registered investment adviser, Element Pointe is committed to objective advice and sophisticated portfolio management, ensuring that clients’ interests come first. For over a decade, the firm has guided ultra-high-net-worth individuals and families through complex financial and investment decisions, delivering tailored advice, investment management, and holistic reporting within long-term client relationships.

Role Description

This is a full-time, on-site role located in Miami, FL, for a Client Service Associate. The Associate will support the firm’s wealth management and family office clients through a range of operational and service functions, including account opening and onboarding, transfers of assets, and coordination with custodians on wire and journal requests. Reporting to the firm’s Vice President & Client Service Manager, the Associate will also support the Senior Client Service Associate across reporting and analysis, client billing, and CRM administration. The role requires exceptional attention to detail, strong client communication skills, and a commitment to maintaining the firm’s compliant operating practices.

Responsibilities

• Manage new account opening documentation and client onboarding
• Process transfers of assets and coordinate wire/journal requests with custodians
• Conduct reporting, reconciliation, and analysis across client accounts and trade activity
• Assist in the administration of client billing and maintaining CRM data integrity
• Support implementation of the firm’s compliance policies and procedures
• Handle additional administrative and operational tasks as they arise

Qualifications

• Series 65 license required; the firm will sponsor candidates who do not yet hold it, with successful completion required within 90 days of hire as a condition of continued employment
• Two or more years of operational experience in financial services preferred
• Strong written and verbal communication skills
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Familiarity with Salesforce CRM, Fidelity WealthScape, Schwab AdvisorCenter, Goldman Sachs Custody Solutions, and Addepar is a plus