Wealth Management Hybrid Client Success Associate

Rk-Partners; Chicago (IL); Hybrid; USD 55,000 - 70,000; Full time

Job summary

Rk-Partners is seeking a Client Service Associate to join its wealth management team in a hybrid Atlanta-area role. You will act as a primary client contact, support advisors, and manage end-to-end service requests with accuracy and discretion.

The ideal candidate will have 1–3 years in financial services or a people-focused field, demonstrate reliability and proactive problem-solving, and communicate confidently with clients.

Qualifications

• 1–3 years of professional experience in financial services or similar people-focused environments.
• Demonstrated reliability, ownership and follow-through.
• Proactive and forward-thinking with ability to anticipate next steps.
• Strong organization and meticulous attention to detail with multiple priorities.
• Professional, confident communication with a client-first mindset.
• Willingness to learn new technology and improve processes.
• Bachelor’s degree preferred; Series 65 or industry licensing interest is a plus.

Responsibilities

• Serve as a key client contact, providing responsive, personalized service.
• Support advisors with client meetings, requests, communications, and follow-up.
• Own client service requests from start to finish, ensuring nothing falls through the cracks.
• Open and maintain client accounts and process money movement and service transactions accurately.
• Maintain accurate CRM data, client documentation, and records.
• Anticipate client and advisor needs and proactively address next steps.
• Use technology and AI-enabled tools to improve efficiency and the client experience.
• Identify opportunities to streamline processes and improve how work gets done.

Skills

Client service

Proactive

Attention to detail

Strong communication

Organization

Collaborative

Education

Bachelor’s degree preferred

Job description

Rk-Partners is seeking a Client Service Associate to join its wealth management team in a hybrid Atlanta-area role. You will act as a primary client contact, support advisors, and manage end-to-end service requests with accuracy and discretion.

The ideal candidate will have 1–3 years in financial services or a people-focused field, demonstrate reliability and proactive problem-solving, and communicate confidently with clients.