Client Services Associate

Client Service Associate

Boutique Wealth Management Firm

King of Prussia, PA

Overview

Boutique financial services firm seeks a Client Service Associate to provide ongoing account-related support and serve as a key point of contact for clients.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

Play a central role in client success, ensuring clients feel valued and supported at every step

Gain hands-on experience in financial services, with opportunities for career growth and skill development

Be part of a collaborative, high-energy team that prioritizes client relationships and professional growth

Competitive compensation and benefits with a firm committed to long-term client relationships

Participate in firm-hosted events and initiatives that strengthen client loyalty and engagement

Requirements

2+ years of relevant experience in client service or office administration

Strong organizational and communication skills with a client-first mindset

Familiarity with CRM systems and Microsoft Office Suite

Positive, proactive attitude with excellent attention to detail