Hybrid Wealth Client Services Associate

Wealthspire; Washington (IL); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Generous PTO

Personal Time

Holidays

Wellness programs

401K match

Phone reimbursement

Parental leave

Professional development

Job summary

Fiducient Advisors is seeking a Client Service Associate to deliver high-quality client service to private clients, Investment Consultants, custodians, and money managers. You will act as the liaison between custodians and clients, supporting account administration, operations, and client-related projects.

The role requires a Bachelor’s degree and 2–4 years in financial services, with proficiency in Microsoft Office, Adobe, and CRM systems.

Qualifications

• Bachelor’s degree in Business or related field.
• 2–4 years of financial industry experience.
• Proficiency in Microsoft Office and Adobe.
• CRM experience.
• Custodial portals like Charles Schwab or Fidelity.

Responsibilities

• Onboard new clients accurately and timely.
• Open new brokerage accounts for various client types.
• Process money movements (wires, ACHs, journals, DTC, ACAT).
• Maintain client records in CRM and document system.
• Follow internal money movement & CRM procedures.
• Problem-solve operational tasks and client projects.
• Provide proactive client and colleague communication.
• Assist with Private Equity/Hedge Fund subscription docs and maintenance.
• Coordinate with asset managers for accounts setup/maintenance.
• Collaborate across departments on projects.
• Support Directors and Investment Consultants with ad-hoc tasks.

Skills

Team Oriented

Excellent follow-up skills

Customer service

Communication

Education

Bachelor’s Degree in Business or related

Tools

Microsoft Suite

Adobe

CRM experience

Custodial portals (Charles Schwab/Fidelity)

Job description

Fiducient Advisors is seeking a Client Service Associate to deliver high-quality client service to private clients, Investment Consultants, custodians, and money managers. You will act as the liaison between custodians and clients, supporting account administration, operations, and client-related projects.

The role requires a Bachelor’s degree and 2–4 years in financial services, with proficiency in Microsoft Office, Adobe, and CRM systems.