Wealth Client Services Associate – HNW Onboarding & Ops

JCW Group; Tampa (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

JCW Group is seeking a Client Services Associate to support advisors and the client service team. The ideal candidate has 5+ years in wealth management or financial services and experience serving high-net-worth clients.

You will handle onboarding, account documentation, maintenance, and transactions, coordinating with custodians and partners while ensuring accurate records and strong client service.

Qualifications

• Minimum 5 years of experience in wealth management or financial services.
• Experience working with high-net-worth clients.
• Strong understanding of investment account operations and transactions.
• Florida 2-15 insurance license is a plus, but not required.
• Investment and insurance experience is a plus.

Responsibilities

• Support advisors with day-to-day client service and administrative needs.
• Assist with new client onboarding and account opening.
• Prepare and process client paperwork and account documentation.
• Handle account maintenance, cash management, and investment-related transactions.
• Work with custodians and other partners to process client requests.
• Maintain accurate client records and documentation.

Skills

Client service

Operations

Attention to detail

Organizational skills

Wealth management experience

Communication skills

Job description

JCW Group is seeking a Client Services Associate to support advisors and the client service team. The ideal candidate has 5+ years in wealth management or financial services and experience serving high-net-worth clients.

You will handle onboarding, account documentation, maintenance, and transactions, coordinating with custodians and partners while ensuring accurate records and strong client service.