Client Services Associate

Clark Wealth Partners; O'Fallon (IL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) with employer match

Paid time off

Health insurance (if needed)

Job summary

Clark Wealth Partners is seeking a Client Service Associate to support both the operational side of the firm and the day-to-day service experience for clients. This role builds a foundation in internal operations, systems, and organization while handling core client service duties.

The ideal candidate thrives on accuracy, organization, and proactive follow-through, with a collaborative environment that values high standards and attention to detail.

Qualifications

• Strong attention to detail and a high standard for accuracy.
• Organized and able to manage multiple responsibilities without things slipping.
• Reliable and consistent in follow-through.
• Clear and professional communication with clients and internally.

Responsibilities

• Serve as a point of contact for client service requests and general inquiries, ensuring timely and professional follow-up.
• Coordinate client communications, including scheduling meetings and managing follow-ups.
• Prepare client meeting materials, financial reports, and summaries.
• Support onboarding and transitions for new and existing clients.
• Process account openings, transfers, deposits, and withdrawals accurately and efficiently.

Skills

Attention to detail

Organizational skills

Reliability

Communication skills

Time management

Ownership

Education

Bachelor’s degree or equivalent experience

Tools

Wealthbox CRM

Schwab platforms

Job description

Clark Wealth Partners is a growing wealth management firm focused on delivering thoughtful financial guidance and a high level of service to individuals and families.

We are hiring a Client Service Associate to support both the operational side of the firm and the day-to-day service experience for clients. This role starts with a strong foundation in internal operations, systems, and organization, while also handling core client service responsibilities. Over time, there is an opportunity to take on more responsibility as trust and proficiency grow.

This role is a good fit for someone who takes pride in doing things the right way, stays organized without being asked, and follows through consistently. The environment is collaborative, but expectations are high and attention to detail matters.

What Success Looks Like

Within 3-6 months, a successful hire will:

• Handle day-to-day responsibilities with consistency and minimal oversight
• Keep systems, data, and workflows accurate and up to date
• Respond to client needs in a timely, professional, and thoughtful manner
• Reduce administrative burden on advisors and help the team operate more efficiently
• Take ownership of responsibilities and step in to solve problems when needed

Key Responsibilities

Client Service & Engagement

• Serve as a point of contact for client service requests and general inquiries, ensuring timely and professional follow-up
• Coordinate client communications, including scheduling meetings and managing follow-ups
• Prepare client meeting materials, financial reports, and summaries
• Support onboarding and transitions for new and existing clients

Account Management & Processing

• Process account openings, transfers, deposits, and withdrawals accurately and efficiently
• Maintain and update client records across Schwab, Wealthbox, and internal systems
• Assist with compliance documentation and recordkeeping requirements
• Monitor and complete client-related workflows to ensure timely execution

Operations & Systems

• Maintain CRM (Wealthbox) accuracy so information is complete, current, and usable
• Manage internal tracking systems for reporting, client transitions, and workflows
• Track key client and COI data points, including birthdays, anniversaries, and planning milestones
• Look for ways to improve organization and efficiency across processes over time

Qualifications

What We’re Looking For

• Strong attention to detail and a high standard for accuracy
• Organized and able to manage multiple responsibilities without things slipping
• Reliable and consistent in follow-through
• Comfortable communicating clearly and professionally, both internally and with clients
• Able to prioritize tasks and manage time effectively
• Willing to take ownership and step in where needed

Preferred (Not Required)

• Bachelor’s degree or equivalent experience
• Experience in a professional office environment
• Exposure to financial services, operations, or client service roles
• Familiarity with tools such as Wealthbox, Schwab, or similar platforms
• Competitive salary based on experience
• Discretionary bonus
• 401(k) with employer match
• Paid time off
• Health insurance (if needed)
• field, or equivalent relevant experience.