Client Service Associate

Sound View Wealth Advisors; Savannah (GA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation

Professional development

Career growth

Job summary

Sound View Wealth Advisors is seeking a Client Service Associate to join our Savannah, GA office. This in-office role supports clients and advisors, delivering a high-touch, personalized client experience within a growing independent advisory firm.

The CSA will handle client inquiries, onboarding, schedule appointments, and maintain accurate records across CRM and planning systems, while ensuring compliance and confidentiality in all transactions.

Qualifications

• 2+ years experience in wealth management, financial services, banking, or client-facing role preferred.
• Strong communication and relationship management skills.
• Excellent attention to detail, organization and follow-through.
• Professional, discreet, and confidential handling of client information.
• Able to learn new technology platforms quickly.

Responsibilities

• Serve as primary contact for client service needs and provide responsive support.
• Assist clients with account questions, service requests, and scheduling appointments with advisors.
• Support onboarding, account setup and maintenance, and financial planning preparation.
• Coordinate and track documentation, transfers, and account updates through completion.
• Maintain accurate client records in CRM and financial planning systems.
• Prepare paperwork and materials for client meetings and reviews.

Skills

Client communication

Relationship management

Attention to detail

Organization

Professional phone presence

Learning new tech

Tools

Microsoft Office

Wealthbox CRM

Orion

eMoney

Fidelity Wealthscape

Job description

Locations: Savannah, GA | Bluffton, SC | Statesboro, GA

Sound View Wealth Advisors is seeking a Client Service Associate (CSA) to join our growing independent wealth management firm in our Savannah office. This role is ideal for someone who enjoys helping others, managing details, and building a long-term career in financial services.

As a Client Service Associate, you will support clients and advisors while helping deliver the high-touch, personalized client experience that defines Sound View.

About Sound View Wealth Advisors

Sound View Wealth Advisors is an independent Registered Investment Advisor (RIA) dedicated to helping individuals and families build sound financial plans for every stage of life. We are committed to personalized service, integrity, proactive planning, and long-term client relationships.

Key Responsibilities

• Serve as a primary point of contact for client service needs, providing responsive, professional support
• Assist clients with account-related questions, service requests, and scheduling appointments with advisors
• Respond promptly to client emails, phone calls, and requests
• Support advisors with client onboarding, account setup and maintenance, and financial planning preparation
• Coordinate and track documentation, transfers, transaction requests, and account updates through completion
• Maintain accurate client records in CRM and financial planning systems
• Prepare paperwork and supporting materials for client meetings and reviews
• Review account paperwork for accuracy and completeness and submit it for processing
• Follow firm procedures and applicable compliance requirements when handling client information and requests
• Anticipate client and advisor needs to help deliver a seamless, proactive experience

Qualifications & Skills

• Strong client communication and relationship management skills
• Excellent attention to detail, organization, and follow-through
• Ability to manage multiple priorities and work both independently and collaboratively
• High level of professionalism, discretion, and confidentiality
• Confident and professional phone presence
• Proficiency in Microsoft Office, including Outlook, Excel, Word, and PowerPoint
• Ability to learn new technology platforms and systems quickly
• Two or more years of experience in wealth management, financial services, banking, or a client-facing professional role preferred
• Paraplanning or advisor support experience is a plus

Preferred Software Experience

Experience with the following platforms is a plus:

• Wealthbox CRM
• Orion
• eMoney
• Fidelity Wealthscape

Work Arrangement

This is an in-office role based in our Savannah office, with the potential for an assigned remote day in the future, depending on experience, performance, and business needs, and subject to manager approval.

• Competitive compensation based on experience and qualifications
• Opportunities for professional development and career growth within a growing independent advisory firm
• Exposure to financial planning, investment operations, and wealth management
• Opportunities to take on additional responsibilities as skills and experience develop

If you take pride in supporting clients, keeping details organized, and contributing to a collaborative team, we would love to connect with you!