At WebsterRogers Financial Advisors, we believe great client service is built on strong relationships and flawless follow-through. We're looking for a Client Service Associate to support our lead advisors by coordinating the administrative and operational work that keeps our clients well cared for — from meeting support and onboarding to CRM management and firmwide service initiatives.
This is a client-facing operations role, ideal for someone who's organized, proactive, and genuinely enjoys creating a great experience for clients and colleagues alike. If you're looking to build long-term expertise in wealth-management client service, this role offers a real path to grow into greater autonomy and more complex responsibility over time.
What You'll Do
Client Meetings & Experience
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Attend client meetings as needed to support advisors, document key discussion points, and coordinate follow-up items
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Prepare meeting notes, update the CRM, and create and monitor follow-up tasks
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Help curate a professional, welcoming in-person experience — from meeting room prep to greeting clients and coordinating refreshments
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Anticipate client and advisor needs before and during in-office meetings
Client Onboarding & Account Support
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Coordinate new-client onboarding, including account paperwork, asset transfers, document collection, and online access setup
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Assist with quarterly account reviews and prepare materials for advisor review
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Update financial plans with new client information as directed by the advisor
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Prepare and track account-opening, maintenance, beneficiary, and money-movement paperwork
Relationship & Communication
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Serve as a point of contact for routine client and business-partner requests related to account administration
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Communicate with clients, custodians, and other business partners to provide updates and resolve administrative issues
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Maintain accurate, organized client records across firm systems
CRM & Operations
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Take a lead role in CRM functionality — data quality, workflows, templates, task management, reports, and team education
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Complete the weekly cash balance report review and coordinate necessary trading actions with advisors
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Maintain required minimum distribution (RMD) reporting and track distributions through completion
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Assist with investment policy committee reports and materials
Growth & Process Improvement
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Provide support for firm growth initiatives, including webinars, newsletters, social media coordination, and client events
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Identify workflow gaps and opportunities to improve efficiency and client experience
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Take initiative on service, operations, and process-improvement projects
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Know when to escalate — routing financial advice, investment decisions, tax matters, or compliance judgment calls to the appropriate team member
What You Bring
Education & Experience
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Bachelor's degree or equivalent professional experience
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Prior client service or operations experience within a registered investment adviser or wealth-management firm preferred
Skills
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Strong attention to detail, organization, and time-management skills
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Ability to manage multiple priorities and see responsibilities through to completion
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Proactive, resourceful, and eager to learn
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Strong written, verbal, and active-listening skills
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Professional, empathetic approach to client service
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Sound judgment and the ability to recognize when to escalate an issue
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Comfort learning and working across multiple technology platforms
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Intermediate to advanced proficiency with Microsoft Office
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Experience with CRM, custodian, or document-management systems preferred
Licensing
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Employment is contingent upon completing the Series 65 licensing requirement within 4 months of your start date (strongly preferred, but not required at time of hire)
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Must be willing to obtain and maintain a notary public commission
We’re Proud To Offer
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Competitive compensation and performance bonus eligibility
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Flexible work options and “dress for your day” policy
- 401(k) match, parental leave, and comprehensive benefits
- 3 weeks of PTO to start, plus paid holidays and a July 4th week office closure
- Funded professional development and leadership mentorship
- Team retreats, diverse engagements, and community involvement
- Direct access to firm leadership
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The opportunity to grow and shape the future of WebsterRogers Financial Advisors
