Client Service Associate (CSA) Wealth Management

Job Description

Salary: Starting at $65,000 annually and up, based on experience

Client Service Associate (CSA) Wealth Management

About LoVasco

LoVasco is on a mission to inspire, engage, and empower one million people to build healthier and wealthier lives.

Our core focus is to help organizations deliver world-class benefits and compensation to the employees they care about and steward individuals financial wellbeing in and out of the workplace.

We serve two core audiences (this role focuses on the latter):

HR and C-suite professionals of middle market companies looking to elevate their total rewards strategy (health benefits, retirement plans, compensation, and well-being).

Individuals looking for concierge-level financial planning and wealth management in the context of a deep relationship with a trusted advisor.

The Opportunity

LoVasco is expanding its Wealth Management practice to provide a truly concierge-level experience for high-net-worth individuals and business owners. We're looking for a Client Service Associate (CSA) who thrives in a fast-paced, service-first environment and enjoys helping clients stay organized, informed, and on-track toward their financial goals.

This is an ideal opportunity for someone with 3-5+ years of experience in a client service role at a financial planning or wealth management firmsomeone who is deeply organized, detail-oriented, client-centric, and thrives as the operational backbone of a tight-knit, high-performing advisory team.

The Job

Client Relationship Support

Support lead advisor during client calls, organizing notes and follow-up items.

Deliver an exceptional service experience to high-net-worth clients with professionalism, accuracy, and warmth.

Serve as the primary administrative contact for client inquiries, account service, and follow-up.

Prepare for and occasionally participate in client meetings, ensuring advisors are supported with accurate data, reports, and documents.

Anticipate client needs by tracking next steps and staying ahead of service timelines and deliverables.

Operational Excellence

Work with the back office support team to manage onboarding and account servicing: open new accounts, process transfers, initiate money movement, and verify account activity.

Coordinate paperwork for account changes, estate-related updates, and beneficiary modifications with precision and timeliness.

Liaise with custodians, internal stakeholders, and operations teams to ensure a seamless client experience.

Workflow & Project Management

Track and prioritize advisor and client workflows using internal systems and tools (experience with GTD methodology and/or EOS is a plus).

Maintain accurate client records and documentation in CRM and financial planning software.

Monitor task completion and follow-ups across multiple client relationships, ensuring nothing falls through the cracks.

Continuous Improvement

Help refine internal processes to drive efficiency and better client outcomes.

Participate in training, technology rollouts, and firm initiatives that support client experience and operational excellence.

About You

People who thrive in this position:

Possess an entrepreneurial spirit driven to grow professionally and personally

A connector of people enjoys engaging with people, cultivating positive relationships

Naturally curious interested in new ideas, absorbing information, curious about many topics

Loves organization and project management finds satisfaction in creating structure out of ambiguity

Values effective communication - believes that words matter and takes pride in written and verbal communication skills

Process-oriented and have knowledge of and/or the willingness to learn the Entrepreneurial Operating System (EOS) and David Allen's Getting Things Done (GTD) principles to manage long-term goals and daily projects/tasks

Thrives in an accountable environment Takes extreme ownership over results.

Education, Training, and Experience

Bachelor's Degree in Finance, Economics, or other related field

35+ years of experience in a client service or operations role in financial services, preferably in wealth management.

Familiarity with client service functions at RIAs or planning firms (e.g., account opening, transfers, CRM management, service workflows).

Proficiency with financial tools and platforms (e.g., custodial platforms, CRM systems, Microsoft Office Suite, etc.).

Ability to manage multiple priorities with high attention to detail.

Knowledge of or interest in GTD (Getting Things Done), EOS (Entrepreneurial Operating System), and the Asana project management system is a bonus.

Benefits

Medical Insurance, including Health Savings Account options

Dental Insurance

Vision Insurance

401(k) plan and company match

Employer-paid life insurance

Employer-paid short-term and long-term disability insurance

Flexible spending account

Generous paid time off

Paid parental leave

Summer Friday hours

Professional development assistance

Volunteer days with local charity

Team building events and outings

Sabbatical opportunity