Client Service Associate: Wealth Advisory Support

Insurance Administrative Solutions, L.l.c.

Bedminster Township (NJ)

On-site

USD 60,000 - 78,000

Full time

14 days+

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Job summary

Gladstone Wealth Partners is seeking a Client Service Associate to provide exceptional operational and administrative support to Financial Advisors within the network. You will coordinate client meetings, nurture relationships, and ensure timely, accurate processing of accounts and documents.

Responsibilities include preparing account paperwork, monitoring activity, reviewing new accounts, and guiding clients on online access.

Qualifications

3+ years in financial services, preferably broker/dealer or RIA.
Bachelor’s degree preferred.
Detail-oriented with strong analytical and organizational skills.
Excellent oral and written communication.

Responsibilities

Coordinate client meetings and assist advisors with prep and participation.
Communicate professionally to build and nurture client relationships.
Provide superior customer service by handling client requests quickly and accurately.
Prepare appointment documents, reviews, and mailing materials for advisors.
Monitor client activity, research issues, and ensure client needs are met.
Prepare and review new account paperwork for accuracy and compliance.
Provide guidance on initial online account access for clients.
Monitor custodial alerts and assigned tasks daily.
Assist with trade processes and fund transfers as needed.
Maintain an RMD list using internal and custodian systems.
Document milestones and data to support future client interactions.
Identify problems, adhere to policy, and prioritize client-asset work.
Maintain confidentiality and comply with regulatory standards.