Client Service Associate – Wealth Planning Team

Element Wealth Planning; Georgetown (DE); Hybrid; USD 35,000 - 52,000; Full time

Benefits offered by this job

PTO

Sick Time

Paid Holidays

401(k) Matching

HRA

Training & Licensing

Job summary

Element Wealth Planning is seeking a Client Service Associate to join our Georgetown, Delaware office. The role emphasizes professional, organized, and accurate service to clients, with initiative and discretion in daily operations.

You will interact with clients, advisors, custodians, and financial institutions, handling calls, scheduling, paperwork, and CRM records to ensure a high-touch client experience and smooth office workflow.

Qualifications

• High school diploma or equivalent.
• Strong written and verbal communication skills.
• General computer proficiency.
• Ability to successfully complete required background checks and fingerprinting.

Responsibilities

• Provide friendly, professional service to clients by telephone, email, and in person
• Answer incoming telephone calls and assist clients or route requests appropriately
• Schedule and coordinate client appointments
• Prepare for client meetings and assist with meeting follow-up
• Process client service requests and follow them through to completion
• Assist with new account paperwork, account updates, transfers, distributions, and other administrative requests
• Communicate with custodians, insurance companies, and other financial institutions regarding client accounts and service requests
• Maintain accurate client information within our CRM and other technology platforms
• Upload, organize, and maintain client documents and electronic records
• Track outstanding paperwork and proactively follow up when additional information or action is needed
• Identify incomplete or potentially inaccurate information before paperwork is submitted
• Assist with general office organization and administrative responsibilities
• Handle confidential client and financial information with appropriate care and discretion
• Learn and effectively use the firm's financial services software and technology
• Identify tasks that need attention and take ownership of getting them completed
• Support advisors and other team members as needed to help maintain an efficient, client-focused office

Skills

Professionalism

Organization

Initiative

Critical thinking

Attention to detail

Communication skills

Friendliness

Computer proficiency

Ambition

Accountability

Education

HS diploma

Strong written & verbal communication

General computer proficiency

Background checks

Job description

Element Wealth Planning is seeking a Client Service Associate to join our Georgetown, Delaware office. The role emphasizes professional, organized, and accurate service to clients, with initiative and discretion in daily operations.

You will interact with clients, advisors, custodians, and financial institutions, handling calls, scheduling, paperwork, and CRM records to ensure a high-touch client experience and smooth office workflow.