Client Service Associate — Wealth Advisory Support

Apscareerportal; Delray Beach (FL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Vision insurance

Job summary

Atlantic Avenue Advisors is seeking a Client Service Associate to provide day-to-day administrative and operational support to the advisory team. You will coordinate meetings with clients and prospects, assist with onboarding and Fidelity-related account processes, and help ensure tasks are completed accurately and efficiently.

The role emphasizes strong organization, proactive follow-through, and professional communication in a client-centric environment.

Qualifications

• Experience in financial services or client-service environments preferred.
• Experience supporting a financial advisor is strongly preferred.
• Familiarity with Fidelity or another major custodian is preferred.
• Excellent written and verbal communication skills.
• Strong organizational and time-management skills.
• Ability to handle confidential client and business information with discretion.
• Ability to work independently while collaborating with the advisor and team.

Responsibilities

• Provide day-to-day administrative and operational support to the advisor.
• Coordinate and schedule meetings with clients and prospects.
• Assist with onboarding and account-opening processes.
• Prepare client meeting materials and organize information for appointments.
• Manage advisor calendars and assist with meeting preparation and follow-up.
• Handle routine service requests, including account maintenance and documentation.
• Maintain organized client files and records, notes, and documentation.
• Respond to routine client inquiries and route questions to the appropriate advisor.
• Support prospect follow-up and relationship-management activities.

Skills

Organizational skills

Time management

Communication skills

Client service

Attention to detail

Independent with team

Tools

Fidelity

Job description

Atlantic Avenue Advisors is seeking a Client Service Associate to provide day-to-day administrative and operational support to the advisory team. You will coordinate meetings with clients and prospects, assist with onboarding and Fidelity-related account processes, and help ensure tasks are completed accurately and efficiently.

The role emphasizes strong organization, proactive follow-through, and professional communication in a client-centric environment.