Client Services Associate

About the role

As a Client Services Associate you will run the workflows that turn great advice into a great client experience: account opening, money movement, custodian operations, CRM maintenance, vendor management, and process improvement. You will work closely with advisors and leadership to find friction and remove it.

The Impact

• Clients feel calm and confident knowing account setup, transfers, and money movement are handled accurately and on time.
• You protect the quality of every client experience by removing friction before it reaches the advisor.
• You help advisors spend more time serving clients and impacting our communities.
• You build trust and loyalty that strengthens client retention and the firm’s reputation.
• You make the entire operation more scalable by creating reliable, repeatable processes.

What you'll do

• Own client onboarding end-to-end: account opening, transfers, and funding across custodians.
• Process money movement, distributions, and trade execution requests with precision and care.
• Maintain CRM and document systems so client data is accurate, complete, and audit-ready.
• Partner with compliance on annual reviews, policies, and recordkeeping.
• Identify recurring pain points and build playbooks, templates, or automations to fix them.

What we're looking for

• 5+ years as a Client Services Associate at an RIA, broker-dealer, custodian, or fintech.
• Hands-on experience with Schwab and Fidelity; familiarity with planning software (eMoney, Black Diamond) and CRM (Salesforce).
• Exceptional attention to detail and follow-through.
• Process-oriented mindset: you instinctively document, systematize, and improve.
• Calm under pressure; comfortable owning client-facing communication when needed.