Wealth Client Service & Operations Associate

Clark Wealth Partners; O'Fallon (IL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) with employer match

Paid time off

Health insurance (if needed)

Job summary

Clark Wealth Partners is seeking a Client Service Associate to support both the operational side of the firm and the day-to-day service experience for clients. This role builds a foundation in internal operations, systems, and organization while handling core client service duties.

The ideal candidate thrives on accuracy, organization, and proactive follow-through, with a collaborative environment that values high standards and attention to detail.

Qualifications

• Strong attention to detail and a high standard for accuracy.
• Organized and able to manage multiple responsibilities without things slipping.
• Reliable and consistent in follow-through.
• Clear and professional communication with clients and internally.

Responsibilities

• Serve as a point of contact for client service requests and general inquiries, ensuring timely and professional follow-up.
• Coordinate client communications, including scheduling meetings and managing follow-ups.
• Prepare client meeting materials, financial reports, and summaries.
• Support onboarding and transitions for new and existing clients.
• Process account openings, transfers, deposits, and withdrawals accurately and efficiently.

Skills

Attention to detail

Organizational skills

Reliability

Communication skills

Time management

Ownership

Education

Bachelor’s degree or equivalent experience

Tools

Wealthbox CRM

Schwab platforms

Job description

Clark Wealth Partners is seeking a Client Service Associate to support both the operational side of the firm and the day-to-day service experience for clients. This role builds a foundation in internal operations, systems, and organization while handling core client service duties.

The ideal candidate thrives on accuracy, organization, and proactive follow-through, with a collaborative environment that values high standards and attention to detail.