Wealth Management Client Service Associate: Growth & Impact

H. T. PROF Group; Northern (KY); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Bonus

Benefits package

Job summary

H. T. PROF Group seeks a Client Service Associate in Wealth Management to support financial advisors delivering comprehensive services to high-net-worth clients and institutions.

The role centers on daily administration, account setup, and documentation to ensure regulatory compliance and client satisfaction. You will craft meeting materials, input data into planning software, manage the AdviserEngine CRM, and handle Schwab Advisor Center applications.

Qualifications

• Bachelor’s degree is required, and a CFP or comparable designation is encouraged.
• Experience with financial industry CRM is a plus (Schwab) and with DocuSign is a plus.
• 2+ years in financial services and investment advisory.
• Strong financial planning knowledge and understanding of investments across asset classes.
• Excellent written and verbal communication skills to convey complex financial information.

Responsibilities

• Support Advisors in daily administration of the Advisor's business, including opening new client accounts and processing documentation.
• Prepare meeting presentations using PowerPoint.
• Input information into financial planning and investment analysis software.
• Manage the CRM (AdviserEngine).
• Process account applications on Schwab Advisor Center.

Skills

Relationship management

Communication

Organizational skills

Education

Bachelor's degree

CFP designation (target)

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

PowerPoint

MS Excel

Financial planning software

Job description

H. T. PROF Group seeks a Client Service Associate in Wealth Management to support financial advisors delivering comprehensive services to high-net-worth clients and institutions.

The role centers on daily administration, account setup, and documentation to ensure regulatory compliance and client satisfaction. You will craft meeting materials, input data into planning software, manage the AdviserEngine CRM, and handle Schwab Advisor Center applications.