Wealth Client Experience & Operations Specialist

CMC Recruiting; United States; On-site; USD 55,000 - 75,000; Full time

Job summary

Our client, a wealth management practice, seeks a proactive Client Service Associate to deliver exceptional client experiences while supporting the systems and processes that run the practice.

You will manage day-to-day client service, onboarding, paperwork, and recurring activities; document meetings and follow-ups; coordinate with custodians and partners; and help improve workflows and CRM usage.

Qualifications

• 2+ years of experience in client service or financial services.
• Experience with Redtail CRM and DocuSign preferred.
• Strong written and verbal communication, with attention to detail.
• Ability to manage multiple priorities and deadlines.
• Discretion handling confidential client information.

Responsibilities

• Document client meeting notes and follow-up items.
• Maintain client service calendar and recurring planning activities.
• Process routine client service requests and paperwork.
• Coordinate with custodians and investment providers as needed.
• Develop and maintain clear workflows and checklists.
• Support onboarding and ongoing service processes.

Skills

Client service

Organizational skills

Attention to detail

Communication skills

Time management

Discretion with confidential info

Follow-through

Workflow documentation

Tools

Redtail CRM

DocuSign

Job description

Our client, a wealth management practice, seeks a proactive Client Service Associate to deliver exceptional client experiences while supporting the systems and processes that run the practice.

You will manage day-to-day client service, onboarding, paperwork, and recurring activities; document meetings and follow-ups; coordinate with custodians and partners; and help improve workflows and CRM usage.