Client Service Associate

Masis Professional Group provided pay range

This range is provided by Masis Professional Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00 / yr - $80,000.00 / yr

Additional compensation types

Annual Bonus

Direct message the job poster from Masis Professional Group

Talent Acquisition Specialist at Masis Staffing (Fanning Personnel)

Title : Registered Client Associate

A well-established wealth management organization is seeking a Registered Client Associate to join its growing branch team. This forward-facing role plays a critical part in delivering an exceptional client experience and supporting the success of Financial Professionals (FPs). If you thrive in client-facing environments, enjoy problem-solving, and value being part of a collaborative, client-centric culture, this could be an excellent opportunity.

About the Role

The Registered Client Associate serves as a key relationship partner to both clients and Financial Professionals. You will manage day-to-day client interactions, support financial planning and account servicing needs, and ensure smooth operational workflows across the branch. This role is ideal for a proactive, organized professional looking to grow within the wealth management industry. The position reports to the Branch Manager with continuous collaboration across multiple internal groups.

Responsibilities

• Serve as a primary point of contact for client inquiries via phone, email, and digital channels.
• Schedule and coordinate client meetings.
• Process money movements including trades, ACH transfers, wires, deposits, withdrawals, and rollovers.
• Support new account onboarding and maintain accurate client information (beneficiaries, addresses, documentation, etc.).
• Assist with MoneyGuidePro data entry and Riskalyze questionnaires.
• Support the onboarding of new Financial Professionals when assigned.
• Conduct portfolio research and maintain knowledge of financial markets.
• Identify client needs and elevate opportunities to Financial Professionals.
• Collaborate with FPs on client financial planning initiatives.
• Coordinate with Compliance, Operations, IT, Training, Strategic Initiatives, and other teams to ensure seamless service.
• Assist with marketing efforts in partnership with internal marketing resources.
• Share knowledge through team communication channels.
• Provide branch coverage and cross-team support as needed.
• Maintain compliance with all firm policies and regulatory requirements.

Office Administration (20%)

Other (10%)

Key Success Metrics

Minimum Qualifications

Preferred Qualifications

Seniority level

Employment type

Job function

Medical insurance

401(k)

Vision insurance

#J-18808-Ljbffr