Hybrid Client Service Associate | Wealth Management

Sound View Wealth Advisors; Savannah (GA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation

Professional development

Career growth

Job summary

Sound View Wealth Advisors is seeking a Client Service Associate to join our Savannah, GA office. This in-office role supports clients and advisors, delivering a high-touch, personalized client experience within a growing independent advisory firm.

The CSA will handle client inquiries, onboarding, schedule appointments, and maintain accurate records across CRM and planning systems, while ensuring compliance and confidentiality in all transactions.

Qualifications

• 2+ years experience in wealth management, financial services, banking, or client-facing role preferred.
• Strong communication and relationship management skills.
• Excellent attention to detail, organization and follow-through.
• Professional, discreet, and confidential handling of client information.
• Able to learn new technology platforms quickly.

Responsibilities

• Serve as primary contact for client service needs and provide responsive support.
• Assist clients with account questions, service requests, and scheduling appointments with advisors.
• Support onboarding, account setup and maintenance, and financial planning preparation.
• Coordinate and track documentation, transfers, and account updates through completion.
• Maintain accurate client records in CRM and financial planning systems.
• Prepare paperwork and materials for client meetings and reviews.

Skills

Client communication

Relationship management

Attention to detail

Organization

Professional phone presence

Learning new tech

Tools

Microsoft Office

Wealthbox CRM

Orion

eMoney

Fidelity Wealthscape

Job description

Sound View Wealth Advisors is seeking a Client Service Associate to join our Savannah, GA office. This in-office role supports clients and advisors, delivering a high-touch, personalized client experience within a growing independent advisory firm.

The CSA will handle client inquiries, onboarding, schedule appointments, and maintain accurate records across CRM and planning systems, while ensuring compliance and confidentiality in all transactions.