Wealth Management Client Service Associate – Process-Driven

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 in Naples, FL seeks a highly organized Client Service Associate to support our wealth advisory team and clients, partnering with the Relationship Manager and Financial Advisors to deliver flawless service.

You will manage client service workflows, account administration, and meeting support, ensuring accurate documentation, timely follow-up, and proactive communication. Compensation ranges between $65,000 and $85,000 with benefits.

Qualifications

• Minimum of 2 years of wealth management client service experience, including account opening, maintenance, transfers, and money movement.
• Experience with Salesforce CRM is preferred.
• Series 7 registration preferred.

Responsibilities

• Workflow & Task Management: Proactively manage a continuously evolving queue of tasks and responsibilities generated by client interactions and recurring service processes.
• 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.

Skills

Structured processes

Task queue management

Client communication

Attention to detail

Organization

Team collaboration

Education

Series 7 registration

Tools

Salesforce CRM

Job description

Edwards Asset Management in Naples, FL seeks a highly organized Client Service Associate to support our wealth advisory team and clients, partnering with the Relationship Manager and Financial Advisors to deliver flawless service.

You will manage client service workflows, account administration, and meeting support, ensuring accurate documentation, timely follow-up, and proactive communication. Compensation ranges between $65,000 and $85,000 with benefits.