Senior Client Associate

Functional/Business Title: Senior Client Associate

About this role:

Whelan Financial Strategies Group is seeking a Senior Client Associate in Wealth and Investment Management. In this role, you’ll provide essential support to Financial Advisors by handling a wide range of client service and operational tasks. This includes assisting clients directly, preparing for meetings, managing account-related inquiries, and executing administrative functions to help grow and maintain client relationships. You’ll also coordinate marketing efforts, ensure regulatory compliance, and act as a liaison between the team and referral sources. With your experience and professionalism, you’ll be a trusted resource—anticipating issues, offering guidance, and supporting both clients and colleagues with expert knowledge and care.