Wealth Management - Client Service Associate

Edwards Asset Management; Naples (FL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401k

Health insurance

Paid time off

Vision insurance

Dental insurance

Health savings account

Job summary

Edwards Asset Management seeks a highly organized Client Service Associate to support our wealth advisory team and clients. The role collaborates with the Client Relationship Manager and Financial Advisors to execute client service, account administration, and operational workflows, enabling advisors to focus on relationships and planning.

We highly value structured processes, proactive task management, and a teamwork‑driven approach.

Qualifications

• Experience supporting wealth advisory teams or similar office environments.
• Demonstrated ability to manage multiple tasks with accuracy.
• Proactive, organized approach to client service and workflow execution.

Responsibilities

• Proactively manage client service tasks and workflows.
• Coordinate account opening, transfers, and maintenance with accuracy.
• Support meeting scheduling, preparation, and post‑meeting follow‑up.
• Maintain client records and operate within established team processes.

Skills

Wealth management experience

Client service mindset

Strong organizational skills

Effective communication

Tools

Salesforce CRM

Job description

Edwards Asset Management is seeking a highly organized, process-driven Client Service Associate to support our wealth advisory team and the clients we serve.

The Client Service Associate will work closely with our Client Relationship Manager and Financial Advisors, providing the operational execution and follow-through necessary to deliver a high level of service to our clients.

We believe great teams are built around complementary strengths. Each team member should spend more time doing the work they do best while relying on others whose strengths complement their own.

For this role, those strengths are organization, process, execution, responsiveness, and follow-through.

The Client Service Associate will manage the day-to-day execution of client service, account administration, and operational workflows. By proactively taking ownership of these responsibilities, this individual creates capacity for our Client Relationship Managers and Financial Advisors to remain focused on client relationships, wealth planning, problem-solving, and other high-value activities.

Primary Responsibilities

• Workflow & Task Management: Proactively manage a continuously evolving queue of tasks and responsibilities generated by client interactions and recurring service processes. Prioritize work appropriately, follow established processes, maintain accurate documentation, and take ownership of assignments through completion.
• Client Service & Communication: Serve as a resource for routine client service needs, providing timely and professional communication, coordinating requests, and proactively following up on outstanding items.
• Account Administration & Transactions: Coordinate and execute account opening, transfers, money movement, account maintenance, and other administrative activities, ensuring requests are processed accurately and monitored through completion.
• Client Meeting Support: Support Client Relationship Manager and Financial Advisors with meeting scheduling, preparation, documentation, and post‑meeting execution, ensuring resulting action items are captured and completed.
• Team & Practice Support: Maintain accurate client records and systems, coordinate recurring service activities, support established team workflows, and identify opportunities to improve the consistency and efficiency of our processes.

What We Are Looking For

The successful candidate will demonstrate:

• A strong preference for structured processes, workflows, and clearly defined procedures.
• The ability to proactively monitor a task queue, identify newly assigned work, and take appropriate action without requiring repeated direction.
• A high degree of personal accountability and a willingness to own the outcome.
• Exceptional attention to detail and a commitment to accuracy.
• Strong organizational skills and the ability to manage multiple concurrent responsibilities and deadlines.
• Consistent follow‑through on outstanding items without requiring reminders.Strong written and verbal communication skills and the ability to interact professionally and confidently with clients.
• A service‑oriented mindset and an understanding that exceptional execution is an important part of the overall client experience.
• A team‑first approach and satisfaction from using their strengths to help others perform at their best.

Required Experience

• Minimum of 2 years of wealth management client service experience, including account opening, maintenance, transfers, and money movement.

Preferred Experience

• Experience with Salesforce CRM
• Series 7 registration

Compensation and Benefits

• $65,000 to $85,000 – full-time
• Bonuses may be provided, depending on individual and team performance
• Benefits include: 401k, 401(k) matching, health insurance, paid time off, vision insurance, health savings account, dental insurance

About Edwards Asset Management

Edwards Asset Management is a boutique wealth management practice serving affluent individuals and families with comprehensive investment management and wealth planning solutions. The team specializes in helping clients navigate wealth through coordinated investment management, tax‑aware planning, estate considerations, retirement planning, liquidity management, and multigenerational wealth planning. Edwards Asset Management serves clients from offices in Naples and Fort Lauderdale, Florida, and Albany, New York. As of June 30, 2026, the team is responsible for more than $3 billion in assets under management.

Learn more at www.edwardsasset.com

Edwards Asset Management is an Equal Opportunity Employer.

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Edwards Asset Management is separate entity from WFAFN.