Client Service Associate

Boutique Recruiting; Naples (FL); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

401(k) match

COLA adjustments

Medical insurance

Paid time off

Job summary

Boutique Recruiting is seeking a Client Service Associate for a well-established wealth management firm in Naples, FL. This role centers on high‑touch client service, partnering with financial planners to coordinate client requests and manage account activity behind the scenes.

The ideal candidate has 2+ years in client service within an RIA or advisory environment, is proficient with Microsoft Office (Excel), communicates confidently, and takes ownership with a proactive, team‑oriented approach.

Qualifications

• 2+ years of client service experience within an RIA, broker-dealer, or investment advisory environment.
• Experience supporting financial advisors or planners and working directly with wealth management clients.
• Strong proficiency with Microsoft Office, including Excel formulas.

Responsibilities

• Serve as a key point of contact for clients, answering questions, coordinating requests and providing responsive, professional service.
• Partner with financial planners and advisors to prepare for client meetings, organize materials and complete post-meeting follow-up.
• Process account openings, closings, distributions, IRA transactions and other client account requests.
• Coordinate with custodians and internal teams to ensure transactions, paperwork and client requests are completed accurately and efficiently.
• Prepare client documentation, forms and supporting materials while maintaining organized and accurate records.
• Support a team-based service model by collaborating with fellow Client Service Associates and planners across the firm.
• Participate in client events and contribute ideas that improve processes, efficiency, and the overall client experience.

Skills

Client service

Microsoft Office

Excel

Communication

Organization

Ownership

Job description

Position Title: Client Service Associate

Salary Range: $60,000–$75,000 / Year, DOE

Join a well-established wealth management firm where client service is the standard, not an afterthought. This Client Service Associate will work closely with financial planners, advisors, and fellow CSAs to deliver a high-touch experience for clients while managing account activity, preparing for meetings, coordinating with custodians, and keeping every detail moving behind the scenes.

The ideal candidate brings 2+ years of client service experience within an RIA, broker-dealer, or investment advisory environment and knows how to take ownership without waiting to be told what comes next. They are organized, proactive, confident with clients, and genuinely enjoy being the person a team can count on.

Responsibilities

• Serve as a key point of contact for clients, answering questions, coordinating requests and providing responsive, professional service


• Partner with financial planners and advisors to prepare for client meetings, organize materials and complete post-meeting follow-up


• Process account openings, closings, distributions, IRA transactions and other client account requests


• Coordinate with custodians and internal teams to ensure transactions, paperwork and client requests are completed accurately and efficiently


• Prepare client documentation, forms and supporting materials while maintaining organized and accurate records


• Support a team-based service model by collaborating with fellow Client Service Associates and planners across the firm


• Participate in client events and contribute ideas that improve processes, efficiency, and the overall client experience

Requirements

• 2+ years of Client Service Associate experience within an RIA, broker-dealer, or investment advisory environment


• Experience consistently supporting financial advisors or planners and working directly with investment or wealth management clients


• Strong proficiency with Microsoft Office, including Excel formulas


• Working knowledge of financial services terminology, account processes, and client service expectations


• Exceptional organization, time management and follow-through with the ability to independently prioritize responsibilities


• Confident, polished communication skills and a genuine commitment to delivering an exceptional client experience


• Proactive mindset with the ability to identify needs, ask thoughtful questions, take ownership and contribute ideas

Benefits

• 401(k) with company match


• Biannual cost-of-living adjustments averaging approximately 3% annually


• Medical insurance options with the company covering approximately 50–60% of the individual premium after 90 days


• Two weeks of combined sick and vacation time with increased PTO based on tenure


• Paid major holidays, one floating holiday, and the day after Thanksgiving off

If you are an experienced wealth management Client Service Associate who takes pride in owning the details, building client trust and supporting a team for the long term,