Wealth Client Services Associate

Money, Inc.; Hilton Head Island (SC); On-site; USD 115,000 - 125,000; Full time

Job summary

A premier wealth management firm is seeking a Client Services Associate in Hilton Head Island, South Carolina. This full-time role involves being the key point of contact for clients, delivering exceptional service and operational support across various financial needs. Ideal candidates will have 3-5 years of experience in financial services and strong skills in client relationship management. You will manage onboarding processes and ensure accuracy in CRM and portfolio systems, contributing to a collaborative team environment.

Qualifications

• 3-5+ years of relevant experience in financial services, wealth management, or a family office environment.
• Strong understanding of investment, financial planning, or estate planning concepts.
• Professional demeanor and ability to work with discretion.

Responsibilities

• Serve as a primary contact for clients, handling inquiries and documentation needs.
• Manage the onboarding process for new clients, including data collection and account setup.
• Provide personalized support to high-net-worth clients and their families.

Skills

Client-focused service

Attention to detail

Excellent communication

Organizational skills

Tools

Microsoft Office

CRM systems

Portfolio management systems

Job description

A premier wealth management firm is seeking a Client Services Associate in Hilton Head Island, South Carolina. This full-time role involves being the key point of contact for clients, delivering exceptional service and operational support across various financial needs. Ideal candidates will have 3-5 years of experience in financial services and strong skills in client relationship management. You will manage onboarding processes and ensure accuracy in CRM and portfolio systems, contributing to a collaborative team environment.