Job Listings

Client Services | Client Success Associate

We are currently seeking a talented and motivated individual to join our client’s team as a Client Services | Client Success Associate who is dedicated to providing exceptional client service and fostering long-term success.


  • Act as the central point of contact for ingesting client requests.
  • Coordinate between clients, advisors, and additional support teams to execute and track against client requests.
  • Communicate with clients daily, addressing their day-to-day needs in an articulate and professional manner.
  • Support data input for client prospecting activities.
  • Schedule meetings between the advisory team and clients.
  • Input client and advisor requests into Salesforce, and diligently track completion.
  • Retrieve and distribute client statements, tax documents, or other reports as needed.
  • Generate portfolio reports to provide clients with insightful and relevant information.
  • Complete required paperwork accurately and in a timely manner.


  • Bachelor’s degree
  • 2+ years of experience in financial services
  • Experience working with Schwab and/or Fidelity
  • Salesforce experience (highly preferred)


  • Proven ability to manage and prioritize multiple tasks efficiently.
  • Strong communication skills, both written and verbal.
  • Detail-oriented with a high degree of accuracy.
  • Proficient in using Schwab and/or Fidelity platforms.
  • Experience with Salesforce is highly preferred.
  • Ability to work collaboratively in a team-oriented environment.
  • Exceptional customer service skills.

Thank you for your interest in this role, but this position is now closed. We encourage you to still submit your resume to for future opportunities that may align with your skills and experience. Thank you!