Wealth Client Services Specialist

Koss Olinger; Gainesville (FL); On-site; USD 55,000 - 90,000; Full time

Job summary

Koss Olinger is seeking a detail-oriented Client Services Associate to support advisors in client-facing roles, focusing on onboarding, account processing, and operations for high-net-worth clients.

The role blends financial planning support with client service and operations management, offering opportunities to expand advisory duties while maintaining direct client relationships and adherence to compliance standards.

Qualifications

• Bachelor’s degree in finance, accounting, economics or related business curriculum.
• 3+ years of experience in financial services, wealth management, banking, or related field.
• Series 65 license or willingness to obtain.
• Strong organizational and project management skills.
• Exceptional attention to detail and follow-through.
• Excellent verbal and written communication skills.
• Strong client relationship management skills.
• Knowledge of retirement accounts and rollover processes.

Responsibilities

• Implement financial planning recommendations by coordinating client onboarding and new accounts for existing clients.
• Prepare and process account opening documentation.
• Facilitate transfers of assets and account consolidations.
• Monitor account transfer progress and proactively resolve issues.
• Communicate regularly with clients throughout the onboarding process.
• Execute client-directed money movement requests with a high degree of autonomy and accuracy.
• Process distributions, withdrawals, and deposits.
• Identify tax-efficient distribution strategies when appropriate.
• Coordinate domestic wire transfers and ACH transactions.
• Execute account journals and cash transfers.
• Process Required Minimum Distributions (RMDs) and Qualified Charitable Distributions (QCDs).
• Coordinate check requests and standing instructions.
• Verify client instructions and maintain proper documentation.
• Deliver exceptional service and operational support to existing clients and advisors.
• Respond promptly to client inquiries and service requests.
• Prepare and process beneficiary updates, address updates, and other account maintenance requests.
• Assist with seasonal tax-related requests.
• Update CRM and workflow systems accurately.
• Contribute to continuous improvement of client service processes.
• Firmwide phone group support, as needed.
• Other Service-related tasks and projects, as needed.
• Adherence to Koss Olinger Compliance Code of Ethics and Policies and Procedures within all tasks and projects.

Skills

Strong organizational skills

Project management

Excellent verbal and written comms

Client relationship management

Attention to detail

Education

Bachelor’s Degree in Finance/Accounting/Economics or related Business curriculum

Job description

Koss Olinger is seeking a detail-oriented Client Services Associate to support advisors in client-facing roles, focusing on onboarding, account processing, and operations for high-net-worth clients.

The role blends financial planning support with client service and operations management, offering opportunities to expand advisory duties while maintaining direct client relationships and adherence to compliance standards.