Job Summary The Role The Client Services Associate serves as a key point of contact for clients and plays an important role in delivering seamless, professional client experience. This position combines client service, administrative support, technology, and operational responsibilities. Key Responsibilities

• Leverage AI tools and emerging technologies to improve efficiency, streamline workflows, enhance client communications, and support business operations.
• Serve as a primary point of contact for clients, providing responsive and professional service.
• Manage client communications, scheduling, correspondence, and follow-up.
• Prepare detailed meeting materials using historical CRM data and AI tools.
• Prepare and process new account applications, transfers, and other client documentation.
• Support Financial Advisors with administrative and client-service needs.
• Maintain accurate client records while protecting confidentiality and adhering to compliance requirements.
• Assist with office operations, workflow management, and practice-growth initiatives.
• Coordinate incoming client requests and other client communications.
• Monitor deadlines and support compliance audits and required documentation.
• Monitor and upload content to Social media platforms and manage business website.
• Identify opportunities to improve processes and the overall client experience.
• Perform other duties as assigned. Skills
• Previous experience in financial services, banking, or a client-facing professional environment a plus.
• Excellent communication, interpersonal, organizational, and problem-solving skills.
• Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment.
• Client-first mindset with a focus on building and strengthening relationships.
• Proficiency with Microsoft Office, CRM platforms, and workflow management systems.
• Comfort using AI tools and a willingness to learn and adopt new technologies.
• Ability to work independently while contributing effectively to a team.
• Knowledge of financial industry regulations and compliance requirements are preferred, but not necessary.

What We're Looking For We're looking for a professional, organized, technology-minded team member who takes initiative, embraces new tools and processes, and is committed to delivering an exceptional client experience.

Pay:

$60,000.00 - $68,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person