Wealth Management Client Service Associate

6AM City, LLC; Kentucky; On-site; USD 42,000 - 68,000; Full time

Job summary

6AM City, LLC in Kentucky seeks a Client Service Associate to deliver exceptional service, support advisors, and help run a smooth wealth management operation.

You will prepare for meetings, process paperwork, and coordinate client communications while ensuring accuracy and compliance. The role emphasizes organization, proactive problem solving, and strong client relationships within a collaborative team.

Qualifications

• Bachelor’s degree or equivalent work experience preferred.
• Progressive experience in wealth management or financial services is a plus.
• Strong client‑first mindset and professional communication.

Responsibilities

• Be the first point of contact with clients in person, by phone, email, or video.
• Prepare for meetings, gather reports, and organize materials for advisors.
• Process account paperwork, transfers, distributions, and maintenance requests.
• Maintain accurate client records in the CRM and support operational needs.
• Coordinate calendar events, meetings, and travel as needed.
• Assist with post-meeting follow up and action item tracking.

Skills

Client service

Communication skills

Organizational skills

Attention to detail

Time management

Team collaboration

Education

Bachelor’s degree or equivalent

Tools

Redtail

eMoney

Wealthscape

Albridge

Envestnet

Job description

6AM City, LLC in Kentucky seeks a Client Service Associate to deliver exceptional service, support advisors, and help run a smooth wealth management operation.

You will prepare for meetings, process paperwork, and coordinate client communications while ensuring accuracy and compliance. The role emphasizes organization, proactive problem solving, and strong client relationships within a collaborative team.