Wealth Client Services Associate

Ritholtz Wealth Management; Charlotte (NC); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Great company culture

401k with match

Paid time off

Health insurance

Dental Insurance

Parental leave

Volunteer support

Job summary

Ritholtz Wealth Management in Charlotte, NC is seeking a Client Service Associate to support client relationships and onboarding processes. This role blends service excellence with back-office coordination across custodians and advisors.

You will handle client requests, maintain CRM records, and participate in projects, with opportunities to grow into senior roles. The ideal candidate has 1+ year at an RIA and strong computer skills.

Qualifications

• This role requires a minimum of 1+ year's experience at an RIA/Wealth Management firm.
• Experience with major custodians such as Fidelity, Charles Schwab, and Altruist.
• Strong computer skills, including Salesforce, Microsoft Office Suite, G-Suite.
• Bonus Skills: NetDocs & Docusign.

Responsibilities

• Cultivating and enhancing client relationships through active communication and guidance.
• Coordinating client onboarding, brokerage accounts, reporting access, cost basis, and document exchange.
• Completing administrative tasks and logging activities in the CRM.
• Participating in special projects to resolve complex issues.

Skills

Client service

Detail-oriented

Organized

Communication

Problem solving

Education

Bachelor or associate degree

Tools

Salesforce

Microsoft Office

G-Suite

Job description

Ritholtz Wealth Management in Charlotte, NC is seeking a Client Service Associate to support client relationships and onboarding processes. This role blends service excellence with back-office coordination across custodians and advisors.

You will handle client requests, maintain CRM records, and participate in projects, with opportunities to grow into senior roles. The ideal candidate has 1+ year at an RIA and strong computer skills.