Client Service Associate

Jimmy Jazz

Wisconsin

On-site

USD 52,000 - 74,000

Full time

12 hours ago

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Benefits offered by this job

401(k) match

Paid holidays

PTO (3 weeks)

Job summary

WebsterRogers Financial Advisors is seeking a Client Service Associate to support lead advisors by coordinating the administrative and operational work that keeps clients well cared for—from meeting support to CRM management and firmwide service initiatives.

This is a client-facing operations role, ideal for someone who's organized, proactive, and genuinely enjoys creating a great experience for clients and colleagues alike.

Qualifications

Bachelor's degree or equivalent professional experience required or preferred.
Prior client service or operations experience within a registered investment adviser or wealth-management firm preferred.

Responsibilities

Attend client meetings to support advisors, document key points, and coordinate follow-up items.
Prepare meeting notes, update the CRM, and monitor follow-up tasks.
Create a welcoming in-person experience from greeting clients to refreshments.
Coordinate new-client onboarding, including account paperwork and access setup.
Support quarterly reviews and advisor materials.
Maintain accurate client records across firm systems.
Lead CRM data quality, workflows, and templates; support reporting.
Assist with growth initiatives, including client events and communications.

Skills

Strong attention to detail

Organization

Time management

Proactive

Active listening

Written and verbal communication

Empathetic client service

CRM systems

Microsoft Office

Education

Bachelor's degree or equivalent professional experience

Tools

CRM

Microsoft Office

Job description

Location 1411 Second Loop Road,Florence, SC, 29505,United States

Employee Type FT Hourly

At WebsterRogers Financial Advisors, we believe great client service is built on strong relationships and flawless follow-through. We're looking for a Client Service Associate to support our lead advisors by coordinating the administrative and operational work that keeps our clients well cared for — from meeting support and onboarding to CRM management and firmwide service initiatives.

This is a client-facing operations role, ideal for someone who's organized, proactive, and genuinely enjoys creating a great experience for clients and colleagues alike. If you're looking to build long-term expertise in wealth-management client service, this role offers a real path to grow into greater autonomy and more complex responsibility over time.

What You'll Do

Client Meetings & Experience

Attend client meetings as needed to support advisors, document key discussion points, and coordinate follow-up items

Prepare meeting notes, update the CRM, and create and monitor follow-up tasks

Help curate a professional, welcoming in-person experience — from meeting room prep to greeting clients and coordinating refreshments

Anticipate client and advisor needs before and during in-office meetings

Client Onboarding & Account Support

Coordinate new-client onboarding, including account paperwork, asset transfers, document collection, and online access setup

Assist with quarterly account reviews and prepare materials for advisor review

Update financial plans with new client information as directed by the advisor

Prepare and track account-opening, maintenance, beneficiary, and money-movement paperwork

Relationship & Communication

Serve as a point of contact for routine client and business-partner requests related to account administration

Communicate with clients, custodians, and other business partners to provide updates and resolve administrative issues

Maintain accurate, organized client records across firm systems

CRM & Operations

Take a lead role in CRM functionality — data quality, workflows, templates, task management, reports, and team education

Complete the weekly cash balance report review and coordinate necessary trading actions with advisors

Maintain required minimum distribution (RMD) reporting and track distributions through completion

Assist with investment policy committee reports and materials

Growth & Process Improvement

Provide support for firm growth initiatives, including webinars, newsletters, social media coordination, and client events

Identify workflow gaps and opportunities to improve efficiency and client experience

Take initiative on service, operations, and process-improvement projects

Know when to escape — routing financial advice, investment decisions, tax matters, or compliance judgment calls to the appropriate team member

What You Bring

Education & Experience

Bachelor's degree or equivalent professional experience

Prior client service or operations experience within a registered investment adviser or wealth-management firm preferred

Skills

Strong attention to detail, organization, and time-management skills

Ability to manage multiple priorities and see responsibilities through to completion

Proactive, resourceful, and eager to learn

Strong written, verbal, and active-listening skills

Professional, empathetic approach to client service

Sound judgment and the ability to recognize when to escape an issue

Comfort learning and working across multiple technology platforms

Intermediate to advanced proficiency with Microsoft Office

Experience with CRM, custodian, or document-management systems preferred

Licensing

Employment is contingent upon completing the Series 65 licensing requirement within 4 months of your start date (strongly preferred, but not required at time of hire)