Financial Client Associate

Brunner Wealth Management; Decatur (IL); On-site; USD 32,000 - 39,000; Full time

Job summary

Brunner Wealth Management is seeking a Financial Client Associate to support our advisors and staff in a fast-paced wealth management practice. This in-office role focuses on client service requests, account administration, compliance tasks, and daily operations, contributing to a collaborative team environment.

The position emphasizes attention to detail, client focus, and seamless coordination of front-office activities within a growing practice.

Responsibilities

• Serve as a primary point of contact for client requests and account-related inquiries.
• Answer incoming calls and welcome clients, prospects, and business partners with professionalism and warmth.
• Prepare meeting materials and ensure timely follow-up on client action items.
• Maintain accurate client records and CRM data.
• Support client engagement initiatives, correspondence, and gifting programs.
• Open and maintain client accounts while ensuring accuracy and compliance.
• Process transfers, deposits, distributions, and other account transactions.
• Monitor workflow systems and team inboxes to ensure timely completion of tasks.
• Maintain client documentation and handle sensitive information with discretion.
• Ensure adherence to firm and industry compliance requirements, policies, and procedures.
• Assist with appointment scheduling and client appointment coordination as needed.
• Assist with recurring account reviews, reporting, and data reconciliation.
• Support marketing initiatives, sponsorships, and business development activities.
• Provide operational and administrative support to advisors and team members as needed.

Job description

Employment Type Full-Time

Compensation $35,000+ annually

Final compensation will be based on experience, qualifications, skills, and other job-related factors.

About Brunner Wealth Management

Brunner Wealth Management is a growing wealth management practice dedicated to helping clients achieve financial freedom and build multi-generational wealth through personalized financial planning and investment guidance.

Our team is guided by our core values of integrity, honesty, excellence, discipline, transparency, servant leadership, and results.

Position Overview

The Financial Client Associate (FCA) serves as a key support partner to our financial advisors and senior staff by managing client service requests, account administration, front-office client interactions, compliance-related tasks, and daily operational activities. This position is ideal for a detail-oriented, client-focused professional who thrives in a fast-paced office environment and enjoys being an integral part of a collaborative team.

This is a fully in-office position that offers exposure to all aspects of a successful wealth management practice.

Key Responsibilities

Client Service

• Serve as a primary point of contact for client requests and account-related inquiries.
• Answer incoming calls and welcome clients, prospects, and business partners with professionalism and warmth.
• Prepare meeting materials and ensure timely follow-up on client action items.
• Maintain accurate client records and CRM data.
• Support client engagement initiatives, correspondence, and gifting programs.

Account Administration & Operations

• Open and maintain client accounts while ensuring accuracy and compliance.
• Process transfers, deposits, distributions, and other account transactions.
• Monitor workflow systems and team inboxes to ensure timely completion of tasks.
• Maintain client documentation and handle sensitive information with discretion.
• Ensure adherence to firm and industry compliance requirements, policies, and procedures.

Practice Support

• Assist with appointment scheduling and client appointment coordination as needed.
• Assist with recurring account reviews, reporting, and data reconciliation.
• Support marketing initiatives, sponsorships, and business development activities.
• Provide operational and administrative support to advisors and team members as needed.