Position Summary At DBJ Wealth Management, we help clients achieve peace of mind through thoughtful planning, trusted guidance, and exceptional service. As a Client Service Associate, this role supports advisors and clients through account administration, financial planning support, and client communications, helping deliver the responsive, high-quality experience that defines DBJ. This position provides exposure to all aspects of a client-focused wealth management practice and serves as an excellent opportunity for individuals interested in financial services, operations, or a future advisory career. Team members work in an environment that values reliability, integrity, excellence, growth, and continuous learning. No industry experience is required; ideal candidates are curious, dependable, eager to develop professionally, and committed to delivering outstanding service. What You'll Do Client Experience & Relationship Support

• Deliver a professional, responsive, and welcoming experience for clients.
• Serve as a primary point of contact for routine client questions and service requests.
• Coordinate follow-up activities and ensure client needs are addressed promptly.
• Help maintain strong, long-term client relationships through proactive communication and exceptional service.
• Assist with scheduling meetings, preparing materials, and organizing client interactions. New Client Onboarding
• Guide new clients through the onboarding process.
• Prepare and organize account-opening documentation and required paperwork.
• Monitor onboarding progress and communicate status updates as needed. Account Administration
• Assist with account maintenance requests and service-related tasks.
• Coordinate with custodians, vendors, and internal stakeholders when necessary.
• Help ensure all activities meet firm policies and regulatory requirements. Advisor Support
• Support advisors in preparing for client meetings.
• Gather information, organize data, and prepare presentation materials.
• Help track action items and ensure timely follow-through. Financial Planning Support
• Assist in gathering financial information and organizing client data.
• Review information for completeness and consistency.
• Help maintain planning records and support documentation. Data & CRM Management
• Maintain accurate client records within the firm's CRM and technology platforms.
• Document client interactions and service activities.
• Support data quality and reporting initiatives. Job Qualifications
• Associate's or bachelor's degree in business, finance, communications, marketing, or a related field is preferred.
• Strong written and verbal communication skills.
• Exceptional attention to detail and organizational abilities.
• Prior experience in customer service, hospitality, administration, financial services, or another client-facing environment is a plus, but not required. Benefits Benefits may vary based on employment status and eligibility requirements.
• Health insurance plans including medical, dental, and vision.
• Group life insurance
• Group disability insurance
• 401(k) retirement plan with employer match
• Flexible, unlimited paid time off (PTO) program

Pay:

$45,000.00 - $50,000.00 per year

Work Location:

In person