Client Associate - Remote

Overview

We are seeking an experienced Client Associate to support an advisor transitioning into independent wealth management space. This role is critical to the day-to-day operations of the practice and will serve as a key partner to the advisor in delivering a high-touch, white-glove client experience.

In Short

• Manage end-to-end account openings, transfers, and maintenance.
• Process time-sensitive money movement with high accuracy.
• Serve as a primary operational support partner to the advisor.
• Handle phone-based client interactions, including complex requests.
• Manage client service and account administration.
• Maintain accurate records in the CRM.
• Execute ongoing task workflows for operational efficiency.
• Support client meeting preparation as needed.
• Identify opportunities to improve workflows and processes.
• Maintain a high level of responsiveness and professionalism.

Requirements

• Several years of experience in wealth management or financial services.
• Experience as a Client Associate or similar role.
• Registration preferred (Series 7/63 or 66).
• Deep familiarity with custodial platforms, preferably Fidelity.
• Highly organized and detail-oriented.
• Comfortable working independently.
• Collaborative communication style.
• Desire to own the role long-term.

Benefits

• Base Salary: $70,000 – $100,000.
• Comprehensive benefits package.
• Remote work opportunity.
• Stable schedule with high autonomy.