Registered Client Service Associate

Twelve Points Wealth Management; Concord (NH); On-site; USD 40,000 - 70,000; Full time

Job summary

Join a dynamic team at an innovative wealth management firm dedicated to empowering high-net-worth clients. As a Client Service Associate, you will play a crucial role in enhancing client experiences and fostering long-term relationships. This entry-level position offers the opportunity to work closely with Wealth Advisors, manage client accounts, and contribute to operational efficiency. If you are detail-oriented, proactive, and passionate about client service, this role is perfect for you. Enjoy a collaborative work culture that values personal growth and work-life balance, along with competitive compensation and professional development opportunities.

Benefits

Competitive Compensation

Professional Development Opportunities

Work-Life Balance

Collaborative Environment

Qualifications

• 2-3 years of experience in financial services focusing on client relationships.
• Exceptional communication skills, both verbal and written.

Responsibilities

• Serve as primary contact for clients, ensuring exemplary service.
• Manage client onboarding and maintain accurate client database.

Skills

Client Relationship Management

Salesforce

Communication Skills

Problem Solving

Organizational Skills

Education

Bachelor's Degree

Tools

Salesforce

Microsoft Office Suite

Custodial Platforms

Job description

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Company Website: www.twelvepointswealth.com

About Twelve Points Wealth

Twelve Points Wealth serves high-net-worth individuals and families, delivering exceptional financial planning and wealth management services. Our team fosters a collaborative and supportive environment, ensuring our clients experience a seamless and personalized journey throughout their financial lifecycle. At Twelve Points, we pride ourselves on promoting a culture of humility, passion, and excellence.

Position Overview

The Client Service Associate (CSA) is a vital member of our client advisory team, responsible for delivering an outstanding client experience, fostering long-lasting relationships, and ensuring the highest level of service. Acting as a trusted partner, the CSA supports Wealth Advisors in managing client relationships while playing a pivotal role in the growth, retention, and satisfaction of our clientele.

This is a critical role that requires self-motivation, strong attention to details, excellent organizational skills, strategic thinking, proactive problem-solving, and a commitment to promoting the values and culture of Twelve Points Wealth.

Key Responsibilities

• Client Engagement and Experience
• Serve as a primary point of contact for clients, providing tailored and proactive support.
• Act as an ambassador for the firm, ensuring clients receive exemplary service on inbound and outbound communications.
• Build and deepen relationships with clients, creating referable experiences that drive satisfaction and loyalty.
• Operational and Administrative Excellence
• Manage client onboarding, including the collection of required documentation and account setup processes at the custodians.
• Oversee and update the client database in Salesforce, ensuring accuracy and comprehensiveness.
• Research, resolve, and communicate solutions for client inquiries and service matters.
• Coordinate with custodians and external providers to manage client accounts effectively.
• Prepare materials and agendas for client meetings, team reviews, and presentations.
• Partner with Wealth Advisors to prioritize tasks, projects, and deliverables.
• Manage workflows, track progress, and ensure timely completion of client-related tasks.
• Strategic Contributions
• Recommend solutions and enhancements to processes and practices, contributing to the firm’s operational efficiency.
• Play a critical role in initiatives aimed at expanding the client base and deepening relationships with existing clients.

Qualifications

• Preferred 2-3 years of professional experience in financial services, with a focus on client relationship management.
• Knowledge of Salesforce or other CRM systems is highly desirable.
• Must have experience working with custodial platforms. Specifically, Fidelity and Schwab.
• Exceptional interpersonal and communication skills, both verbal and written.
• Proven ability to work independently, prioritize tasks, and manage multiple projects in a fast-paced environment.
• Highly organized, detail-oriented, and adept at critical problem-solving.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and a strong aptitude for learning new technologies.
• Demonstrated leadership skills and the ability to collaborate effectively within a team.
• A positive, empathetic, and client-focused approach, with a "no task is too small" mindset.

Preferred Attributes

• Experience working with high-net-worth clients.
• Background in preparing and delivering client-facing presentations.
• Project management expertise, with the ability to streamline and optimize processes.

Why Join Twelve Points Wealth?

At Twelve Points Wealth, we don’t just manage finances—we empower our clients to live richer, more fulfilled lives. Joining our team means becoming part of a passionate, driven, and client-focused organization that values innovation, collaboration, and personal growth. We offer competitive compensation, opportunities for professional development, and a workplace culture that promotes work-life balance.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

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