Wealth Client Services Associate: Onboarding & Support

Connect Search, LLC; Town of Florida (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services firm in Stuart, Florida is seeking a Client Services Associate to support their Wealth Management team. In this high-touch role, you will manage client onboarding, account maintenance, and ongoing relationship management. Candidates should have a Bachelor's degree and 3+ years of relevant experience. Strong communication and organizational skills are essential. Familiarity with the Schwab platform, Salesforce, or financial products is a plus. This position offers a dynamic and client-facing environment.

Qualifications

• 3+ years of relevant experience in client services or financial services.
• FINRA Series 7 and 66 preferred.
• Familiarity with estates preferred.

Responsibilities

• Client onboarding including new account paperwork and information gathering.
• Account maintenance, asset movement processing, and issue resolution.
• Ongoing relationship management with regular client contact.

Skills

Strong communication skills

Excellent organizational skills

Client relationship management

Education

Bachelor's degree

Tools

Schwab platform

Salesforce

MoneyGuidePro

Black Diamond

Job description

A financial services firm in Stuart, Florida is seeking a Client Services Associate to support their Wealth Management team. In this high-touch role, you will manage client onboarding, account maintenance, and ongoing relationship management. Candidates should have a Bachelor's degree and 3+ years of relevant experience. Strong communication and organizational skills are essential. Familiarity with the Schwab platform, Salesforce, or financial products is a plus. This position offers a dynamic and client-facing environment.