Our client, a growing wealth management firm, is seeking a Client Services Associate to support the Advisors and help deliver an exceptional client experience.

Responsibilities

• Manage executive calendars, meetings, travel, and correspondence
• Serve as a key point of contact for clients and support relationship management activities
• Coordinate client meetings, documentation, and follow-up actions
• Utilize Salesforce CRM to track client interactions and workflows
• Assist with client onboarding, account maintenance, and investment-related paperwork
• Maintain confidential records and support day-to-day office operations

Qualifications

• 3+ years of experience in executive support, wealth management, financial services, or a related field.
• Strong organizational, communication, and multitasking skills.
• Experience with Salesforce CR...