Join a dynamic wealth management team! As a Client Services Associate, you'll support advisors and planners, manage client accounts, and deliver top-notch service. Early on, you'll master processes and prepare client deliverables. As you grow, more client responsibilities await! Key Responsibilities: First point of contact for client calls Facilitate money transfers Troubleshoot account inquiries Handle reporting, billing, and invoicing Collaborate with advisors and planners Complete client account requests and paperwork Lead internal team processes