Client Service Associate

Atlantic Group; Philadelphia (Philadelphia County); Hybrid; USD 60,000 - 70,000; Full time

Job summary

A recruitment agency is looking for a Client Service Associate in Philadelphia, PA. This hybrid position involves managing client onboarding, providing administrative support to advisors in a wealth management environment, and preparing meeting materials. The ideal candidate should possess a high school diploma and have administrative experience within an RIA. Strong technical skills, attention to detail, and a client-focused mindset are essential for this role, which offers a salary between $60,000 and $70,000 plus bonus.

Qualifications

• Administrative or operations experience within a registered investment advisor (RIA) environment required.
• Experience supporting advisors or wealth management teams preferred.
• Familiarity with custodial platforms is a plus.

Responsibilities

• Prepare and process account-opening forms and transfers.
• Support investment advisory and financial planning workflows.
• Assemble client packets and reports for advisor meetings.
• Facilitate account setup and resolve operational issues.
• Maintain accurate client records and manage communications.

Skills

Self-motivated

Detail-oriented

Strong communication

Organization

Multitasking ability

Education

High school diploma

Tools

Microsoft Office (Excel)

CRM systems

Job description

Job Overview – Client Service Associate

Compensation: $60,000 - $70,000/year + bonus

Location: Philadelphia, PA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Client Service Associate in Philadelphia, PA for our client. This hybrid role supports a registered investment advisor (RIA) team and requires prior experience within an RIA or wealth management environment. You will manage client onboarding, account documentation, custodial account setup and transfers, recordkeeping, and investment planning workflows while preparing client meeting materials and providing high-quality administrative support to advisors.

Responsibilities as the Client Service Associate

• Client Onboarding and Documentation: Prepare and process account-opening forms, transfers, custodial documents, and maintenance updates with accuracy and attention to detail.
• Advisory and Administrative Support: Support investment advisory and financial planning workflows for high-net-worth clients through organized, timely administrative tasks.
• Meeting and Materials Preparation: Assemble client packets, reports, and review materials to support advisor meetings and planning discussions.
• Custodian Coordination: Work with custodians to facilitate account setup, funding, transfers, and resolve related operational issues.
• Recordkeeping and Operational Tasks: Maintain accurate client records while managing mail, checks, forms, scheduling, and outbound communications.

Qualifications for the Client Service Associate

• Education: High school diploma required.
• Experience: Administrative or operations experience within a registered investment advisor (RIA) environment required, with experience supporting advisors or wealth management teams preferred.
• Technical Skills: Proficiency in Microsoft Office, particularly Excel, with familiarity in CRM systems or custodial platforms preferred.
• Skills & Attributes: Self-motivated, detail-oriented professional with strong communication, organization, multitasking ability, and a client-focused, growth-oriented mindset.

Application Notice

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.