We are seeking a detail-oriented, proactive, and client-focused individual to join our team as a Client Service Associate. This role is critical to ensuring that every client experiences seamless service and operational excellence. The Client Service Associate will work closely with wealth strategists and the client service team to deliver high-quality support across client onboarding, account maintenance, money movement, and ongoing relationship management. This role requires balancing back-office precision with front-line responsiveness—helping clients feel cared for at every step. The ideal candidate will combine strong organizational skills with a genuine passion for client service, thriving in a collaborative team environment while managing multiple priorities with professionalism.