Client Services Associate

Measured Wealth Private Client Group, LLC; Portsmouth (NH); On-site; USD 55,000 - 70,000; Full time

Job summary

Measured Wealth Private Client Group, LLC is seeking a Client Service Associate to provide operational support under the Director of Operations. The role focuses on client service operations and administrative coordination.

Responsibilities include engaging with clients on operational requests, maintaining relationships with clients and Wealth Advisors, processing service requests, and ensuring accurate account openings. Strong organizational and MS Office skills are essential.

Qualifications

• Bachelor’s degree preferred.
• Minimum 2 years relevant experience in financial services preferred.
• Demonstrated client service skills with strong interpersonal and organizational skills.
• Competence with MS Office and familiarity with workflow procedures.

Responsibilities

• Engage directly with clients for operational requests and account maintenance.
• Maintain effective working relationships with clients and Wealth Advisors.
• Have knowledge of workflows and processes specific to financial service client service operations.
• Process client service requests at the direction of Wealth Advisors.
• Provide account information to clients and advisors.
• Document correspondence in the CRM, linking documents where appropriate.
• Engage with clients to ensure proper account opening procedures and documentation; review new account forms for accuracy and completeness.
• Execute on administrative duties associated with office maintenance, phone operations, client mailings, and other tasks as needed.
• Compliance with all industry rules and regulations and firm policies.
• Other duties as assigned.

Skills

Client service

Interpersonal skills

Organizational skills

MS Office

Education

Bachelor's degree

Tools

Workflow procedures

Job description

The Client Service Associate will provide operational support under the guidance of the Director of Operations. The Client Service Associate is responsible for supporting client service operational and administrative tasks and efficient coordination of services.

Responsibilities

• Engage directly with clients under limited guidancefor operational requests and account maintenance
• Maintain effective working relationships with clients and Wealth Advisors
• Have knowledge of workflows and processes specific to financial service client service operations
• Process client service requests at the direction of Wealth Advisors
• Provide account information to clients and advisors
• Document correspondence in the CRM, linking documents where appropriate
• Engage with clients as needed to ensure proper account opening procedures and documentation; review new account forms for accuracy and completeness
• Execute on administrative duties associated with office maintenance, phone operations, client mailings, and other tasks as needed
• Compliance with all industry rules and regulations and firm policies
• Other duties as assigned

Qualifications

• Bachelor’s degree from an accredited college or university preferred
• Minimum 2 years relevant experience, within financial services preferred
• Demonstrated client service skills with strong interpersonal and organizational skills
• Competence with software including MS Office and familiar with workflow procedures