Wealth Management: Client Service & Operations Pro

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 seeks a highly organized Client Service Associate to support our wealth advisory team and clients. The role collaborates with the Client Relationship Manager and Financial Advisors to execute client service, account administration, and operational workflows, enabling advisors to focus on relationships and planning.

We highly value structured processes, proactive task management, and a teamwork‑driven approach.

Qualifications

• Experience supporting wealth advisory teams or similar office environments.
• Demonstrated ability to manage multiple tasks with accuracy.
• Proactive, organized approach to client service and workflow execution.

Responsibilities

• Proactively manage client service tasks and workflows.
• Coordinate account opening, transfers, and maintenance with accuracy.
• Support meeting scheduling, preparation, and post‑meeting follow‑up.
• Maintain client records and operate within established team processes.

Skills

Wealth management experience

Client service mindset

Strong organizational skills

Effective communication

Tools

Salesforce CRM

Job description

Edwards Asset Management seeks a highly organized Client Service Associate to support our wealth advisory team and clients. The role collaborates with the Client Relationship Manager and Financial Advisors to execute client service, account administration, and operational workflows, enabling advisors to focus on relationships and planning.

We highly value structured processes, proactive task management, and a teamwork‑driven approach.