Client Service Associate

Royal Wealth Partners; Omaha (NE); On-site; USD 55,000 - 75,000; Full time

Job summary

Royal Wealth Partners is seeking a Client Service Associate to act as the main liaison between high-net-worth clients and lead advisors, handling daily account administration and client communication.

The ideal candidate has a background in financial services, public accounting, or CPA/CFP credentials, with a focus on streamlining processes and tax-efficient onboarding to support long-term client relationships.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related business field.
• 3+ years in wealth management, financial planning, or public accounting.
• CPA license, Series 7/66 licenses, or progress toward a professional designation preferred.
• Proficiency with CRM platforms (Salesforce, Redtail) and custodian platforms (Schwab, Fidelity).

Responsibilities

• Onboard and administer client accounts, process paperwork and asset transfers.
• Coordinate money movements, wires, distributions, and tax-related adjustments.
• Review tax documents and assist with tax-sensitive account structuring.
• Prepare portfolio reports and statements for advisor reviews.
• Provide high-touch, confidential support for client inquiries.

Skills

CRM platforms

Microsoft Office

Communication

Education

Bachelor’s degree in Finance/Accounting/Economics

CPA license or CFP designation preferred

Series 7/66 licenses preferred

Tools

Salesforce

Redtail

Schwab

Fidelity

Job description

Company Description Royal Wealth Partners is a boutique wealth management firm that delivers a curated wealth management experience to individuals and families. The firm emphasizes deep, professional advice and prioritizes the quality of long-term client relationships over volume. Our team consists of tenured and credentialed professionals dedicated to serving clients, the community, and colleagues with excellence. Royal Wealth Partners offers a collaborative environment where professionals can contribute meaningfully to client success and firm growth.

We are seeking an operational-minded Client Service Associate to join our wealth management firm. This role acts as the primary liaison between our high-net-worth clients and lead advisors, managing daily account administration, financial workflow execution, and client communication.

The ideal candidate possesses a strong background in financial services, public accounting, or holds a CPA or CFP designation. You will be responsible for streamlining operational processes, ensuring tax-efficient client onboarding, and delivering exceptional service to maintain long-term client relationships.

Key Responsibilities

• Client Onboarding & Administration: Manage end-to-end client onboarding, process complex account paperwork, establish asset transfers (ACATs), and manage ongoing account maintenance.
• Operational Workflow Execution: Coordinate money movement requests, wires, distributions, required minimum distributions (RMDs), and cost-basis adjustments.
• Financial & Tax Coordination: Review tax documents, collaborate with external tax professionals/CPAs, and assist advisors with tax-sensitive account structuring and capital gains tracking.
• Meeting & Portfolio Preparation: Prepare advisors for client reviews by compiling portfolio reports, performance summaries, and account statement packages.
• Relationship Management: Deliver rapid, high-touch support for inbound client inquiries, ensuring high accuracy, regulatory compliance, and confidentiality.

Qualifications & Requirements

• Education: Bachelor’s degree in Finance, Accounting, Economics, or related business field.
• Experience: 3+ years in wealth management, financial planning, or public accounting.
• Credentials: CPA license, Series 7/66 licenses, or progress toward a professional designation preferred.
• Technical Skills: Proficiency with CRM platforms (e.g., Salesforce, Redtail), custodian platforms (e.g., Schwab, Fidelity), and Microsoft Office.
• Soft Skills: High attention to detail, exceptional written/verbal communication, and strong time management skills.

In joining our team, you will work with talented, high-achieving people who come together to serve and support our clients and each other. We offer competitive pay and benefits with professional development and growth opportunities.