Wealth Management Client Service Associate – In-Office Boca Raton

Stonebrook Wealth Partners; Boca Raton (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with employer match

Paid time off

Professional development

Job summary

Stonebrook Wealth Partners is seeking an experienced Registered Client Service Associate for its Boca Raton office. This full‑time, in‑person role partners with the Founder to service clients, prepare paperwork, and coordinate account activity.

The ideal candidate holds an active FINRA Series 7 license, with at least three years of wealth‑management client service experience, exceptional communication, and meticulous organization.

Qualifications

• Active FINRA Series 7 license.
• At least three years of direct Client Service Associate or wealth management experience.
• Hands-on experience with account opening, account maintenance, asset transfers, money movement, and client service requests.
• Excellent written and verbal communication skills, including strong grammar and professional telephone etiquette.
• Strong organizational skills and the ability to manage multiple responsibilities and competing priorities.
• Exceptional attention to detail and a commitment to producing accurate work.
• Proficiency with Microsoft Outlook, Word, Excel, and general office technology.
• Ability to work full-time and in person at Stonebrook’s Boca Raton office.

Responsibilities

• Serve as a primary contact for clients with timely, thoughtful, and professional service.
• Answer calls and respond to client questions and service requests by phone and email.
• Prepare polished client correspondence.
• Open new accounts and handle maintenance, transfers, and distributions.
• Onboard new clients and gather required information.
• Track requests and coordinate with advisors, LPL Financial, and providers.
• Research and resolve service, administrative, and operational issues.
• Schedule meetings, manage calendars, and coordinate preparation.
• Maintain client records and distribution lists.
• Provide administrative support to financial advisors.
• Coordinate with vendors as needed.
• Assist with client communications and marketing initiatives.
• Support relationships with attorneys, CPAs, and partners.
• Participate in industry training to stay current.

Skills

Client service

Communication

Organization

Attention to detail

Discretion

Interpersonal skills

Problem solving

Education

FINRA Series 7 license

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

CRM systems

Job description

Stonebrook Wealth Partners is seeking an experienced Registered Client Service Associate for its Boca Raton office. This full‑time, in‑person role partners with the Founder to service clients, prepare paperwork, and coordinate account activity.

The ideal candidate holds an active FINRA Series 7 license, with at least three years of wealth‑management client service experience, exceptional communication, and meticulous organization.