Wealth Client Services Specialist

Fiducient Advisors; Washington (IL); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

401K with company match

Wellness programs

Professional development

Job summary

Fiducient Advisors is seeking a Client Service Associate for The Wealth Office. You will onboard new clients, open brokerage accounts, process transfers, and maintain client records in the CRM, while supporting Investment Consultants and private clients with service excellence.

This hybrid role offers three days in-office and two remote, with a base salary range of $65,000-$85,000 and potential performance-based incentives based on experience and location.

Qualifications

• Bachelor’s Degree required; concentration in Business or related preferred.
• Two to four years of financial industry experience.
• Proficiency in Microsoft Suite and Adobe.
• Previous CRM experience and custodial portal familiarity (Schwab/Fidelity).
• Understanding of money movements and various brokerage account types.

Responsibilities

• Onboard new clients accurately and in a timely manner.
• Open new brokerage accounts for various client types.
• Process money movements including wires, ACHs, journals, DTC, ACAT transfers.
• Maintain organization of client records in the CRM and document management system.
• Follow internal policies on money movement verification, CRM documentation, and compliance requests.
• Provide proactive client communication and support to Investment Consultants and Private Clients.
• Assist with ad-hoc projects and cross-department collaborations.

Skills

CRM experience

Customer service

Communication skills

Microsoft Office

Adobe

Education

Bachelor’s degree in Business or related

Tools

Charles Schwab portal

Fidelity portal

CRM system

Job description

Fiducient Advisors is seeking a Client Service Associate for The Wealth Office. You will onboard new clients, open brokerage accounts, process transfers, and maintain client records in the CRM, while supporting Investment Consultants and private clients with service excellence.

This hybrid role offers three days in-office and two remote, with a base salary range of $65,000-$85,000 and potential performance-based incentives based on experience and location.