Remote-Eligible Client Service Associate - Wealth Management

TalentLink Solutions; Huntersville (NC); Hybrid; USD 54,000 - 76,000; Full time

Benefits offered by this job

Remote day per week after training

Job summary

TalentLink Solutions, a fast-growing wealth management firm in Huntersville, NC, seeks a Client Service Associate to manage day-to-day client interactions, paperwork coordination, and calendar oversight with a focus on accuracy and service quality.

You will coordinate with advisors and operations, support event workshops, and drive efficient client communications while maintaining confidentiality and professionalism in a dynamic growth environment.

Qualifications

• Bachelor’s degree highly preferred, or equivalent work experience.
• Minimum of 2+ years of experience in a client service or operations capacity within wealth management, ideally supporting one or more financial advisors.
• Knowledge of industry-specific software and systems required; familiarity with Practifi and Fidelity is a plus.
• Ability to attend approximately two educational workshops each month, generally scheduled during evening hours.
• Strong organizational skills with the ability to manage multiple priorities, deadlines, and client needs simultaneously.
• Exceptional attention to detail, follow-through, and accountability.
• Proactive, resourceful, and service-oriented, with the ability to anticipate needs and take ownership without waiting for direction.
• Excellent written and verbal communication skills with a polished, professional approach to client interaction.
• Comfortable working in a fast-growing environment with frequent client activity.
• Ability to handle sensitive and confidential information with discretion.
• Tech-savvy and comfortable learning new systems.
• Interest in leveraging technology and AI to create efficiencies is a plus.

Responsibilities

• Serve as a primary point of contact for clients, managing day-to-day communication, service needs, and account-related requests with care and professionalism.
• Oversee and coordinate client paperwork needs with the Operations Associate/team, ensuring requests are communicated clearly, completed accurately, and followed through to completion.
• Manage and triage the advisor’s inbox and calendar, including client and prospect scheduling, time blocking, meeting coordination, and elevating items that require advisor attention.
• Coordinate meeting preparation and follow-up, including welcoming clients to the office, preparing for in-person meetings, and ensuring action items are completed.
• Coordinate and attend two educational workshops each month, managing invitations, RSVPs, reminders, venues and vendors, attendance tracking, and other event logistics.
• Manage prospect follow up before and after workshops, with a heavy emphasis on phone communication, as well as personalized texts and emails; calls are primarily focused on confirmations, reminders, and scheduling, with no selling involved.
• Plan and coordinate the firm’s broader calendar of client events and activities throughout the year.
• Support the overall client experience through thoughtful touches, including client gifting and other “surprise and delight” initiatives.
• Facilitate communication and coordination with CPA/tax professionals, estate planning attorneys, and other outside partners.
• Identify opportunities to improve workflows, processes, and efficiencies as the practice continues to grow.

Skills

Client relationship management

Strong communication

Organizational skills

Problem solving

Tech-savvy

Education

Bachelor’s degree or equivalent

2+ years wealth management experience

Tools

Practifi

Fidelity

Job description

TalentLink Solutions, a fast-growing wealth management firm in Huntersville, NC, seeks a Client Service Associate to manage day-to-day client interactions, paperwork coordination, and calendar oversight with a focus on accuracy and service quality.

You will coordinate with advisors and operations, support event workshops, and drive efficient client communications while maintaining confidentiality and professionalism in a dynamic growth environment.