Wealth Management Client Services Associate

Brunner Wealth Management; Decatur (IL); On-site; USD 32,000 - 39,000; Full time

Job summary

Brunner Wealth Management is seeking a Financial Client Associate to support our advisors and staff in a fast-paced wealth management practice. This in-office role focuses on client service requests, account administration, compliance tasks, and daily operations, contributing to a collaborative team environment.

The position emphasizes attention to detail, client focus, and seamless coordination of front-office activities within a growing practice.

Responsibilities

• Serve as a primary point of contact for client requests and account-related inquiries.
• Answer incoming calls and welcome clients, prospects, and business partners with professionalism and warmth.
• Prepare meeting materials and ensure timely follow-up on client action items.
• Maintain accurate client records and CRM data.
• Support client engagement initiatives, correspondence, and gifting programs.
• Open and maintain client accounts while ensuring accuracy and compliance.
• Process transfers, deposits, distributions, and other account transactions.
• Monitor workflow systems and team inboxes to ensure timely completion of tasks.
• Maintain client documentation and handle sensitive information with discretion.
• Ensure adherence to firm and industry compliance requirements, policies, and procedures.
• Assist with appointment scheduling and client appointment coordination as needed.
• Assist with recurring account reviews, reporting, and data reconciliation.
• Support marketing initiatives, sponsorships, and business development activities.
• Provide operational and administrative support to advisors and team members as needed.

Job description

Brunner Wealth Management is seeking a Financial Client Associate to support our advisors and staff in a fast-paced wealth management practice. This in-office role focuses on client service requests, account administration, compliance tasks, and daily operations, contributing to a collaborative team environment.

The position emphasizes attention to detail, client focus, and seamless coordination of front-office activities within a growing practice.