Wealth Management Client Service & Operations Associate

Claire Myers Consulting; South Carolina; On-site; USD 75,000 - 85,000; Full time

Job summary

Claire Myers Consulting in the United States is seeking a Client Service & Operations Associate for a boutique wealth management firm serving ultra-high-net-worth families. This hands-on role blends client service, paperwork, and operational execution beyond traditional administrative support.

You will work closely with advisors, manage client paperwork, coordinate with custodians, and support sophisticated client needs across investments, tax strategy, and estate planning.

Qualifications

• Experience in client service, operations, banking, financial services, or other high-touch service environments.
• Wealth management or financial services experience is highly preferred.
• Exceptional organizational skills and attention to detail.
• Strong follow-through with the ability to manage multiple priorities and deadlines.
• Excellent written and verbal communication skills.

Responsibilities

• Serve as a warm, polished, and professional point of contact for clients and visitors.
• Assist with day-to-day client service needs and proactively help resolve questions and issues.
• Deliver a highly responsive and personalized client experience.
• Follow up with clients, custodians, vendors, and outside professionals to keep requests moving forward.
• Anticipate next steps and ensure clients receive timely communication and follow-through.
• Prepare, manage, and process client paperwork and account documentation.
• Work within the firm’s systems, workflows, and operational processes to support accurate and timely execution.
• Track outstanding items, deadlines, and follow-up to ensure details do not fall through the cracks.
• Coordinate with custodians and other external partners to resolve operational and account-related matters.
• Prioritize competing requests based on urgency, business needs, and the client experience.
• Identify problems, take ownership, and help determine solutions when there is not an obvious playbook.
• Maintain a high level of accuracy and attention to detail across client and operational activities.
• Provide administrative and operational support to advisors and other members of the team.
• Collaborate across the firm to ensure client needs are addressed efficiently and thoroughly.
• Learn and support the firm’s broader investment, financial planning, compliance, and client service processes.
• Take initiative and identify what needs to be done rather than waiting for direction.
• Remain flexible and willing to contribute across multiple areas as the needs of the team evolve.

Skills

Client service

Operations

Detail orientation

Communication skills

Multitasking

Licensing interest

Job description

Claire Myers Consulting in the United States is seeking a Client Service & Operations Associate for a boutique wealth management firm serving ultra-high-net-worth families. This hands-on role blends client service, paperwork, and operational execution beyond traditional administrative support.

You will work closely with advisors, manage client paperwork, coordinate with custodians, and support sophisticated client needs across investments, tax strategy, and estate planning.