Client Service Associate

Synergy Private; United States; Remote; USD 55,000 - 70,000; Full time

Job summary

An innovative firm is searching for a motivated Client Service Associate to enhance client relationships in a boutique multifamily office. This role is integral to the client service process, requiring exceptional organizational skills and a commitment to excellence. You will assist with client inquiries, manage account administration, and execute operational tasks while ensuring compliance and data integrity. This 100% remote position allows for flexibility and work-life integration, making it ideal for individuals who thrive in a dynamic environment. Join a team that values collaboration and creativity while delivering outstanding client service.

Benefits

Health Insurance

Retirement Plans

15 days PTO

Discretionary Bonuses

Qualifications

• 2+ years of experience in financial services, preferably in wealth management.
• Proficiency in financial software and CRM systems is a plus.

Responsibilities

• Assist in managing client inquiries and service requests.
• Handle account opening and maintenance processes with financial intermediaries.

Skills

Organizational Skills

Attention to Detail

Communication Skills

Multitasking

Client Service

Education

Bachelor’s degree in finance

Bachelor’s degree in business administration

Tools

Wealthbox

Tamarac

Right Capital

CRM Systems

Job description

This range is provided by Synergy Private. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$55,000.00/yr - $70,000.00/yr

Position Summary:

We are seeking a highly motivated and detail-oriented Client Service Associate (CSA) to play a critical role in the client service process of our boutique, multifamily office. The CSA will support the firm by executing administrative and operational tasks, collaborating with senior advisory and service professionals as they manage client relationships and oversee other complex deliverables. The ideal candidate will have a strong background in financial services, exceptional organizational skills, and a commitment to providing outstanding client service.

Key Responsibilities:

• Client Support: Assist in managing client inquiries and service requests, ensuring timely and accurate responses to maintain high client satisfaction.
• Account Administration: Handle account opening and maintenance processes with RIA, bank, and other financial intermediaries. This will include documentation preparation, verification, and follow-up.
• Operational Tasks: Execute transactions, process wire transfers, and manage cash movements within client bank and investment accounts in accordance with firm policies and procedures.
• Documentation Management: Maintain highly organized and up-to-date client files, ensuring compliance with regulatory requirements and internal policies.
• Meeting Facilitation: Prepare proposals, presentations, planning drafts, and other necessary meeting materials, and assist in the reconciliation of follow-up actions.
• Data Management: Update and manage client information in CRM & project management systems, ensuring data integrity and accuracy.
• Reporting: Generate and distribute periodic account statements, performance reports, and other client-specific reports as needed.
• Compliance Support: Assist in monitoring and ensuring adherence to compliance standards, including the preparation of required documentation and reports.
• Team Collaboration: Work closely with other team members to support client service initiatives and contribute to process improvements.

Qualifications and Experience:

• Bachelor’s degree in finance, business administration, or a related field is highly preferred.
• Minimum of 2 years of experience in financial services, preferably within wealth management, investment management, or a family office setting.
• Professional credentials such as the Series 65, CFP, CPA/PFS, EA, CPWA or equivalent are highly desirable but not required.
• Proficiency in financial software and CRM systems; experience with Wealthbox, Tamarac, Right Capital is a plus.
• Strong understanding of financial products, services, and industry regulations.

Skills and Attributes:

• Exceptional organizational and multitasking skills; ability to manage multiple projects for multiple clients simultaneously.
• Tremendous attention to detail and a commitment to excellence in all aspects of deliverable preparation and review.
• Enduring composure, resilience, and adaptability with the ability to excel in high-pressure and urgent circumstances.
• Strong interpersonal and communication skills, with the ability to interact effectively with team members and external partners in a remote setting.
• Intellectual curiosity and a collaborative mindset, with an eagerness to grow personally & professionally.
• Unrivaled professionalism, discretion, and integrity when handling sensitive client information.

Compensation and Benefits:

The compensation package for this position includes an anticipated base salary range of $55,000–$70,000 per year, commensurate with experience, qualifications, and credentials. The ideal candidate will benefit from the potential for discretionary bonuses based on overall firm success. Comprehensive benefits such as health insurance, retirement plans, and others will be made available subject to firm capacity and alignment with the total rewards considered for this position. This position is expected to be allotted 15 days of PTO in addition to all Federal Reserve Bank holidays.

Location & Schedule:

This is a 100% remote position offering the flexibility to work from anywhere within the continental United States. We believe this work style promotes location freedom and encourages team members to customize work-life integration in a manner that aligns with their personal and professional priorities. Our firm values accountability, collaboration, creativity, and a commitment to excellence, and we seek professionals who thrive in a remote work environment while delivering outstanding results. This position will require adherence to a schedule aligned with west coast (pacific time) business hours.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance, Administrative, and Project Management
• Industries: Financial Services, Professional Services, and Accounting