Wealth Management Client Services Specialist

TalentLink Solutions; Huntersville (NC); Hybrid; USD 42,000 - 68,000; Full time

Job summary

TalentLink Solutions in Huntersville, NC, seeks a highly organized Financial Advisor Assistant to support a busy wealth-management practice. You will manage day-to-day service needs, coordinate paperwork with the team, and maintain a consistently high level of client care.

The role emphasizes reviewing and scheduling client meetings, coordinating two educational workshops monthly, and proactive communication with clients, CPAs, and estate planners.

Qualifications

• 2+ years of experience in client service or operations within wealth management.
• Bachelor’s degree highly preferred or equivalent work experience.
• Familiarity with wealth-management software such as Practifi and Fidelity is a plus.

Responsibilities

• Serve as primary client contact for day-to-day service needs with professionalism.
• Coordinate client paperwork needs with Operations team to ensure accuracy and timely completion.
• Manage advisor inbox and calendar, scheduling, and meeting coordination.
• Prepare for in-person meetings and ensure action items are completed.
• Coordinate and attend two educational workshops each month, handling invitations and logistics.
• Assist with client event planning and communications, including outreach and follow-ups.
• Support client experiences with thoughtful touches and coordination with outside partners.

Skills

Client service

Organization

Communication

Proactive

Education

Bachelor’s degree

Tools

Practifi

Fidelity

Job description

TalentLink Solutions in Huntersville, NC, seeks a highly organized Financial Advisor Assistant to support a busy wealth-management practice. You will manage day-to-day service needs, coordinate paperwork with the team, and maintain a consistently high level of client care.

The role emphasizes reviewing and scheduling client meetings, coordinating two educational workshops monthly, and proactive communication with clients, CPAs, and estate planners.