About Us
We’re a growing private wealth management firm in Dover, Delaware, on a mission to help people feel confident and excited about their financial future. Our team believes in building real relationships, simplifying complex financial concepts, and showing up with heart and integrity every day. If you value meaningful work and being part of a close-knit, supportive team, you’ll feel right at home here.
About the Role
As our Client Service Associate, you are the cornerstone of our client experience and a pivotal force in helping our advisors maximize their time, impact, and client relationships. You’re often the first face clients see and the first voice they hear, whether they’re longtime clients or walking in for the first time.
Your role is all about making people feel welcome, cared for, and confident that they’re in good hands. You’ll be responsible for keeping our front and back office running smoothly, supporting both clients and our team with warmth, precision, and professionalism.
In your first 90 days, your focus will be delivering a five-star experience during every client interaction while managing day-to-day service requests with a calm, can-do spirit.
What You’ll Be Doing
Client Service & Experience
- Greet clients warmly in-person, over the phone and via email
- Provide responsive, thoughtful support for client requests and service needs
- Assist with new client onboarding and ongoing client relationship management including account establishment and maintenance in partnership with our Broker Dealer
Office Support & Organization
- Manage reception, scheduling, and phone coverage
- Assist with client meeting preparation and follow up on action items following meetings
- Prepare reports on a monthly / quarterly basis
- Maintain organized, and accurate digital and hard copy files ensuring documentation and record keeping adheres to compliance standards
Marketing & Communication
- Help support marketing initiatives and client outreach
- Assist in executing client events, mailings, and content preparation
Team Collaboration
- Work alongside advisors and the operations team to keep things running smoothly
- Take initiative on tasks and contribute to a supportive, positive office environment
What We’re Looking For
Required:
- Associate’s degree or higher
- At least 2 years of experience in a similar administrative or client service role
- Proficiency with Microsoft Office, Outlook, and CRM systems
- Excellent communication, time management and organizational skills
- Able to work independently, and manage multiple requests while staying calm and focused
- Professional, ethical, and committed to client confidentiality
Preferred (but not required):
- SIE, Series 7, and/or Series 63 licenses (or ability to obtain)
- A sense of humor, service-first mindset, and a team player who’s not afraid to roll up their sleeves
Compensation & Benefits
- Hourly rate: $17.00 - $21.00 depending on experience and qualifications
- Life and disability insurance
- Health, dental, vision insurance available
- Paid time off starting immediately
- A workplace where your voice matters and your efforts make a real impact
Pay: $17.00 - $21.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Education:
Work Location: In person
