Wealth Management Client Service Lead — Hybrid

CMC Recruiting; Metairie (LA); Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Hybrid flexibility

Free parking

Job summary

CMC Recruiting is seeking a Senior Client Service Associate for a Private Wealth Management practice in Metairie, LA. The role centers on building relationships, servicing clients, and supporting three Financial Advisors in a collaborative, client-first environment.

This position offers hybrid flexibility with three days in the office, free parking, and a competitive compensation package including base salary of $85K–$100K plus bonus and benefits.

Qualifications

• Previous wealth management client service or advisory support experience.
• Series 7 and 66 are highly preferred.
• Experience with investment account administration and transfers.
• Familiarity with ACATs, ACH, investment statements, and operational procedures.
• Excellent interpersonal and communication skills.
• Strong organizational skills and ability to manage competing priorities.
• Comfort with CRM systems, Microsoft Office, and financial services technology.

Responsibilities

• Client Relationship Management & Advisor Support: be primary contact for clients and support three Financial Advisors.
• Proactively communicate with clients regarding activity, paperwork, transfers, and next steps.
• Coordinate client review meetings, materials, and follow-up actions.
• Wealth Management Operations & Business Processing: manage investment, insurance, and account-related tasks from start to finish.
• Coordinate account openings, transfers, distributions, and money movement; resolve issues.

Skills

Wealth management

Client service

Financial advisory

Series 7/66

Account management

Independent / self-motivated

Tools

CRM systems

Microsoft Office

Financial tech

Job description

CMC Recruiting is seeking a Senior Client Service Associate for a Private Wealth Management practice in Metairie, LA. The role centers on building relationships, servicing clients, and supporting three Financial Advisors in a collaborative, client-first environment.

This position offers hybrid flexibility with three days in the office, free parking, and a competitive compensation package including base salary of $85K–$100K plus bonus and benefits.