Senior Client Service Associate (Wealth Management)

CMC Recruiting; Metairie (LA); Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Hybrid flexibility

Free parking

Job summary

CMC Recruiting is seeking a Senior Client Service Associate for a Private Wealth Management practice in Metairie, LA. The role centers on building relationships, servicing clients, and supporting three Financial Advisors in a collaborative, client-first environment.

This position offers hybrid flexibility with three days in the office, free parking, and a competitive compensation package including base salary of $85K–$100K plus bonus and benefits.

Qualifications

• Previous wealth management client service or advisory support experience.
• Series 7 and 66 are highly preferred.
• Experience with investment account administration and transfers.
• Familiarity with ACATs, ACH, investment statements, and operational procedures.
• Excellent interpersonal and communication skills.
• Strong organizational skills and ability to manage competing priorities.
• Comfort with CRM systems, Microsoft Office, and financial services technology.

Responsibilities

• Client Relationship Management & Advisor Support: be primary contact for clients and support three Financial Advisors.
• Proactively communicate with clients regarding activity, paperwork, transfers, and next steps.
• Coordinate client review meetings, materials, and follow-up actions.
• Wealth Management Operations & Business Processing: manage investment, insurance, and account-related tasks from start to finish.
• Coordinate account openings, transfers, distributions, and money movement; resolve issues.

Skills

Wealth management

Client service

Financial advisory

Series 7/66

Account management

Independent / self-motivated

Tools

CRM systems

Microsoft Office

Financial tech

Job description

Senior Client Service Associate (Private Wealth Management)

Compensation: $80K–$100K Base Salary + Bonus + Benefits

Additional Benefits: Free Parking | Hybrid Flexibility

Overview

Our client, a successful and relationship-focused private wealth management practice, is seeking an experienced Senior Client Service Associate to join its team in Metairie, Louisiana. This is an excellent opportunity for a wealth management professional who enjoys building meaningful client relationships, takes pride in delivering exceptional service, and thrives in a role where their contributions make a direct impact.

Working closely with three Financial Advisors, this individual will serve as a trusted partner in managing client relationships, coordinating business operations, and ensuring a seamless client experience. The ideal candidate is proactive, highly organized, and confident taking ownership of client needs and business processes from beginning to end.

This opportunity offers a hybrid schedule with just three days in the office, free parking, competitive compensation, and the chance to build a rewarding, long-term career with an established wealth management practice.

Key Responsibilities

Client Relationship Management & Advisor Support

• Serve as a primary point of contact for clients, providing responsive, personalized, and professional service.
• Partner closely with three Financial Advisors to support client relationships and daily practice operations.
• Proactively communicate with clients regarding account activity, paperwork, transfers, applications, and next steps.
• Anticipate client and Advisor needs, resolve outstanding items, and ensure timely follow-through.
• Build trusted relationships with clients while delivering a consistently exceptional service experience.

Client Meeting Preparation & Follow-Up

• Coordinate client review meetings, prospect appointments, and related activities.
• Prepare client materials, financial statements, meeting agendas, and supporting documentation.
• Document meeting notes, action items, and client commitments.
• Coordinate financial planning activities and ensure all post-meeting tasks are completed accurately and efficiently.

Wealth Management Operations & Business Processing

• Manage investment, insurance, and account-related business from initiation through completion.
• Prepare, review, submit, and track account paperwork, applications, and related documentation.
• Coordinate account openings, transfers, distributions, contributions, beneficiary updates, and money movement.
• Proactively resolve outstanding requirements, NIGOs, and processing issues.
• Communicate with custodians, investment providers, insurance companies, and internal partners to facilitate timely processing.
• Maintain accurate client records, track business activity, and ensure clear visibility into outstanding items.
• Identify opportunities to streamline workflows, strengthen processes, and improve the overall client experience.

Qualifications

• Previous experience in wealth management client service, financial advisory support, or investment operations required.
• Series 7 and 66 highly preferred.
• Experience with investment account administration, transfers, money movement, client paperwork, and business processing.
• Familiarity with ACATs, ACH transactions, investment statements, and common wealth management operational procedures.
• Excellent interpersonal and communication skills, with a genuine commitment to client service.
• Strong organizational skills, attention to detail, and the ability to manage competing priorities.
• A proactive, resourceful approach with the confidence to work independently and take ownership of responsibilities.
• Comfort using CRM systems, Microsoft Office, and financial services technology.

The Ideal Candidate

The ideal candidate is an experienced wealth management professional who genuinely enjoys client service, takes pride in keeping a busy advisory practice organized, and finds satisfaction in making things easier for both clients and Advisors.

This individual is a natural problem-solver who anticipates needs, follows through on commitments, and brings a positive, collaborative approach to their work. This is an especially attractive opportunity for someone who enjoys the operational and relationship-management side of wealth management and wants to build a stable, long-term career without the expectation of transitioning into a Financial Advisor role.

Why Consider This Opportunity?

• Hybrid Flexibility: Work from home two days per week, with three days in the Metairie office.
• Free Parking: Complimentary parking at the conveniently located North Causeway Boulevard office.
• Competitive Compensation: $85K–$100K base salary plus bonus and benefits.
• Meaningful Impact: Play an important role in supporting three Financial Advisors and delivering an exceptional client experience.
• Ownership & Autonomy: Enjoy a position where your initiative, expertise, and contributions are valued.
• Long-Term Career Opportunity: Build a rewarding career in wealth management client service and operations with an established practice.