Wealth Advisory Client Service Associate

Baker Tilly; Alabama; On-site; USD 70,000 - 92,000; Full time

Job summary

Baker Tilly seeks a detail-oriented Client Service Associate to support its Registered Investment Advisor practice. You will handle client communications, account administration, and relationship management to ensure a superior client experience.

You will assist advisors with reviews, generate reports, maintain CRM records, and help implement financial planning recommendations while upholding regulatory and firm standards.

Qualifications

• Bachelor’s degree is required.
• 3+ years of experience in financial services, wealth management, banking, or client service.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Serve as a primary point of contact for client service requests and inquiries.
• Build and maintain strong client relationships through timely and professional communication.
• Assist clients with account maintenance, paperwork, and service-related needs.
• Coordinate client meetings and prepare meeting materials.
• Follow up on action items to ensure timely completion and a seamless client experience.
• Prepare and process account opening, transfers, beneficiary updates, distributions, and other account-related documentation.
• Monitor account paperwork for completeness and accuracy.
• Coordinate with custodians and third-party providers to resolve operational issues.
• Track account transfers and ensure efficient onboarding of new clients.
• Assist advisors with client review preparation and follow-up activities.
• Generate reports, performance summaries, and client correspondence.
• Maintain accurate client records within CRM and portfolio management systems.
• Support implementation of financial planning and investment recommendations.
• Maintain client documentation in accordance with firm policies and regulatory requirements.
• Assist with compliance-related administrative tasks.
• Ensure data integrity across client management systems.
• Participate in process improvement initiatives to enhance operational efficiency.
• Assist with maintaining Addepar platform for family wealth insights clients.

Skills

Client service

Communication

Organization

Microsoft Office

Education

Bachelor's degree

Tools

Redtail CRM

Salesforce

eMoney

Addepar

Microsoft Office

Job description

Baker Tilly seeks a detail-oriented Client Service Associate to support its Registered Investment Advisor practice. You will handle client communications, account administration, and relationship management to ensure a superior client experience.

You will assist advisors with reviews, generate reports, maintain CRM records, and help implement financial planning recommendations while upholding regulatory and firm standards.