Client Services Associate

Connect Search, LLC; Town of Florida (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services firm in Stuart, Florida is seeking a Client Services Associate to support their Wealth Management team. In this high-touch role, you will manage client onboarding, account maintenance, and ongoing relationship management. Candidates should have a Bachelor's degree and 3+ years of relevant experience. Strong communication and organizational skills are essential. Familiarity with the Schwab platform, Salesforce, or financial products is a plus. This position offers a dynamic and client-facing environment.

Qualifications

• 3+ years of relevant experience in client services or financial services.
• FINRA Series 7 and 66 preferred.
• Familiarity with estates preferred.

Responsibilities

• Client onboarding including new account paperwork and information gathering.
• Account maintenance, asset movement processing, and issue resolution.
• Ongoing relationship management with regular client contact.

Skills

Strong communication skills

Excellent organizational skills

Client relationship management

Education

Bachelor's degree

Tools

Schwab platform

Salesforce

MoneyGuidePro

Black Diamond

Job description

An established, employee-owned financial services firm is seeking a Client Services Associate to join their Wealth Management team in Stuart, Florida. This is a high-touch client service and operational support role working directly with Financial Advisors and their high-net-worth individual clients.

What you'd be doing:

• Client onboarding including new account paperwork and information gathering
• Account maintenance, asset movement processing (journals, wires, EFTs), and issue resolution
• Supporting quarterly billing, performance reporting, and tax reporting
• Ongoing relationship management with regular client contact
• Maintaining the CRM, reviewing exception reports, and handling administrative functions
• Trade execution and trade error resolution as needed

What they're looking for:

• Bachelor's degree with 3+ years of relevant experience
• FINRA Series 7 and 66 preferred
• Familiarity with Schwab platform, Salesforce, MoneyGuidePro, and/or Black Diamond a plus
• Familiarity with estates preferred
• Strong communicator with excellent organizational skills who thrives in a client-facing, fast-paced environment