Wealth Management Client Services Associate

TalentWealth; Owensboro (KY); On-site; USD 45,000 - 65,000; Full time

Job summary

TalentWealth is seeking an experienced Client Services Associate for an established wealth management firm in Owensboro, KY. The role provides proactive support to financial advisors and assists with client service and account maintenance.

Responsibilities include client inquiries, data entry, preparing documents, and using portfolio software. Strong communication and organizational skills are essential; FINRA licenses preferred or willingness to obtain.

Qualifications

• Provide a high level of customer service.
• Ability to organize and track multiple tasks with changing priorities.
• Knowledge of investment concepts and securities industry practices.

Responsibilities

• Interact daily with clients by phone and in person to handle inquiries and quotes.
• Process client documentation and maintenance of accounts.
• Enter data into financial planning software and back-office systems.
• Prepare letters, forms, and spreadsheets to support client servicing.
• Create and maintain records and reports using portfolio software.
• Assist with cross-training and other operational functions.

Skills

Customer service

Phone & in-person communication

Data entry

Research account information

Multitasking in fast-paced environment

Independent work

Education

FINRA series 7 & 66 preferred (or willingness to obtain)

Equivalent combination of experience and education in financial services

Tools

Portfolio software

Back-office systems

Spreadsheets & Office software

Job description

TalentWealth is seeking an experienced Client Services Associate for an established wealth management firm in Owensboro, KY. The role provides proactive support to financial advisors and assists with client service and account maintenance.

Responsibilities include client inquiries, data entry, preparing documents, and using portfolio software. Strong communication and organizational skills are essential; FINRA licenses preferred or willingness to obtain.