Wealth Management Client Services Specialist

King Street Associates; Elkview (WV); On-site; USD 40,000 - 54,000; Full time

Job summary

King Street Associates is seeking a Client Services Associate to support the advisory team in a well-established wealth management firm based in Montreal. You will deliver day-to-day administrative and operational support to ensure a seamless client experience.

Ideal candidates have 2–5 years in financial administration or client service, a post-secondary diploma, and bilingual English/French communication skills.

Qualifications

• 2–5 years in financial administration or client service within wealth management.
• Post-secondary diploma or degree required or equivalent experience.
• Familiarity with investment account types is a plus.

Responsibilities

• Provide day-to-day administrative and operational support to the advisory team.
• Coordinate account opening and onboarding, including documentation and asset transfers.
• Manage electronic signing workflows end-to-end and escalate issues as needed.
• Maintain accurate client records within the firm’s CRM system.
• Review and reconcile client activity reports and address discrepancies.
• Handle routine client inquiries and escalate complex matters.
• Coordinate client communications to ensure timely responses.
• Assist clients with access to custodian and portfolio management platforms.
• Liaise with custodians on administrative requests and ensure compliance.

Skills

Client service excellence

Financial administration

Bilingual English/French

CRM proficiency

Microsoft Office

Attention to detail

Education

Post-secondary diploma or degree

Tools

CRM systems

Job description

King Street Associates is seeking a Client Services Associate to support the advisory team in a well-established wealth management firm based in Montreal. You will deliver day-to-day administrative and operational support to ensure a seamless client experience.

Ideal candidates have 2–5 years in financial administration or client service, a post-secondary diploma, and bilingual English/French communication skills.