Client Service Associate, The Wealth Office

Fiducient Advisors; Washington (IL); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

401K with company match

Wellness programs

Professional development

Job summary

Fiducient Advisors is seeking a Client Service Associate for The Wealth Office. You will onboard new clients, open brokerage accounts, process transfers, and maintain client records in the CRM, while supporting Investment Consultants and private clients with service excellence.

This hybrid role offers three days in-office and two remote, with a base salary range of $65,000-$85,000 and potential performance-based incentives based on experience and location.

Qualifications

• Bachelor’s Degree required; concentration in Business or related preferred.
• Two to four years of financial industry experience.
• Proficiency in Microsoft Suite and Adobe.
• Previous CRM experience and custodial portal familiarity (Schwab/Fidelity).
• Understanding of money movements and various brokerage account types.

Responsibilities

• Onboard new clients accurately and in a timely manner.
• Open new brokerage accounts for various client types.
• Process money movements including wires, ACHs, journals, DTC, ACAT transfers.
• Maintain organization of client records in the CRM and document management system.
• Follow internal policies on money movement verification, CRM documentation, and compliance requests.
• Provide proactive client communication and support to Investment Consultants and Private Clients.
• Assist with ad-hoc projects and cross-department collaborations.

Skills

CRM experience

Customer service

Communication skills

Microsoft Office

Adobe

Education

Bachelor’s degree in Business or related

Tools

Charles Schwab portal

Fidelity portal

CRM system

Job description

Client Service Associate, The Wealth Office

Boston, MA | Chicago, IL | Hartford, CT | Washington, DC

Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com and www.fiducientadvisors.com.

The Client Service Associate is responsible for high-quality customer service and communication to private clients, Investment Consultants, custodians, and money managers. The Client Service Associate acts as a dedicated liaison between custodians and clients, building trusted relationships and delivering exceptional service. This role assumes responsibility for supporting the firm’s Investment Consultants in account administration, operational tasks, client servicing, internal projects, and client-related projects. The Client Service Associate works on the clients’ behalf towards achieving their investment goals, supporting our mission of helping clients prosper.

Responsibilities

• Direct responsibility to fully onboard new clients accurately and in a timely manner
• Open new brokerage accounts for various client types including, but not limited to, individual, joint, retirement, trust, incorporated and non-incorporated accounts
• Process and facilitate various types of money movements including wires, ACHs, journals, DTC, ACAT and non-ACAT transfers
• Maintain organization of client records and documents in the firm’s CRM and document management system
• Follow internal policies and procedures accurately as it relates to money movement verification, CRM documentation, client tasks, and compliance requests
• Demonstrate ability to problem solve and critically think through the handling of operational tasks and client service-based projects
• Consistent and proactive communication to clients and colleagues in a timely manner for status updates
• Completion of subscription documents for Private Equity and Hedge Fund investments, with ongoing maintenance for capital call processing and additional requests
• Work with outside asset managers for initial account set up and ongoing account maintenance
• Collaborate with different internal departments on firm or client related projects
• Support the Director of Client Services, Investment Consultants, and Private Clients with ad-hoc projects

Education, Professional & Technical Experience

• Bachelor’s Degree required with a preferred concentration in Business or related
• Two (2) to four (4) Years of Financial Industry Experience
• Proficiency in Microsoft Suite and Adobe
• Previous CRM experience
• Previous custodial portal experience, particularly Charles Schwab and/or Fidelity, is a plus
• Understands different types of money movements transactions
• Understands basics of different brokerage account types and client types
• Understand basics of brokerage account processes such as RMDs, 401(k) rollovers, etc.
• Broad knowledge of different types of securities such as stocks, mutual funds and bonds
• Broad knowledge of asset managers
• Basic knowledge of alternative investment vehicles [Private Equity and Hedge Funds]

Essential Traits

• Team Oriented
• Excellent follow-up skills
• Excellent email management communication and etiquette
• Detail-oriented with a high level of accuracy and organization
• Thoughtful ability to establish rapport and build relationships
• Customer service skills
• Adaptability when priorities shift and able to work independently
• Sound judgment and problem-solving skills
• Resourcefulness
• Innovative, curious, and enthusiastic.
• Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes inclusion and belonging.

Work Environment & Travel Requirements

• This role may travel up to 5% of the time for training and or business/events.
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.

The base salary range for this position is $65,000-$85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Paid Time Off

• Generous PTO with optional rollover
• Personal/Sick Time
• 10 Holidays with additional half days off for specific holidays throughout the year
• Summer Perks
• Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
• Employer Paid Parental, Personal and Family leaves.
• Professional Development Day for eligible exams

Work Life Convenience Benefits

• Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
• KindBody – Family & Fertility Assistance
• Wellness Reimbursement Program
• Professional Development Designation reimbursement
• Employee Referral Program
• Employee Resource Groups, Mentorship Program & New Hire Cohort
• 401K Plan with company match
• Cell Phone Reimbursement Program

Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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