Client Service Associate

Job Summary

To support a collaborative advisory team, the hybrid Client Service Associate will provide investment analysis, wealth transfer planning support, and day-to-day client service, working three days in the office and two days remotely.

Key responsibilities

• Serve as a trusted resource for clients, responding to inquiries and building strong relationships by understanding their financial goals
• Review client financial statements and investment reports, analyzing portfolio performance and monitoring allocations
• Assist with wealth transfer initiatives, including reviewing legal documents and supporting estate planning activities

Required qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business, or a related field
• 3+ years of experience in public accounting, investment management, wealth management, or related financial services
• CPA and/or CFA designation strongly preferred or active progress toward certification
• Strong understanding of financial statements, investments, and wealth management concepts
• Proficiency in Microsoft Excel, Word, and PowerPoint