Client Service Associate

Client Service Associate

Jansen Wealth Management | A Career Built on Relationships, Service, and Growth

Make a Difference in the Lives of Our Clients

At Jansen Wealth Management, we believe great financial advice starts with great relationships. We help our clients navigate important financial decisions and work toward their goals, and we’re looking for a Client Service Associate who shares our commitment to exceptional service, teamwork, and attention to detail.

This is an opportunity to become an essential part of a collaborative team where your work has a meaningful impact on our clients and our business. You’ll work closely with the firm’s owner and support team, help create a seamless client experience, and contribute to the day-to-day operations and ongoing success of our practice.

We’re looking for someone who is organized, proactive, personable, and eager to take ownership of their work. If you enjoy building relationships, solving problems, keeping things running smoothly, and making a positive difference for others, we’d love to meet you.

What You’ll Do

Client Relationships & Experience

• Serve as a welcoming, professional, and dependable point of contact for clients, creating a positive experience with every interaction.
• Answer incoming calls, manage client communications, maintain contact information, and prepare reports and presentation materials.
• Coordinate client onboarding, including preparing new account applications, organizing documentation, and facilitating electronic signatures.
• Review paperwork for accuracy and completeness before submitting it to custodians for processing.
• Process incoming and outgoing client account transactions with a high degree of care, accuracy, and discretion.
• Maintain organized client records and files in accordance with firm policies and industry requirements.
• Anticipate client needs, follow through on requests, and help identify opportunities to improve the client experience.

Wealth Management Operations

• Maintain accurate and up-to-date client information in the firm’s customer relationship management (CRM) system.
• Support client account reviews and investment portfolio review processes.
• Monitor client cash management needs, including scheduled income distributions.
• Review investment holdings and account information for accuracy and consistency with firm policies.
• Help coordinate workflows, manage projects, and keep client-related processes moving efficiently.

Compliance & Professional Standards

• Support the firm’s investment advisory compliance program and help maintain high professional and regulatory standards.
• Assist with keeping advisory agreements, disclosure documents, brochures, and related materials accurate and current.
• Follow established policies and procedures, including custodian requirements and electronic signature guidelines.
• Handle sensitive client and financial information with integrity, confidentiality, and sound judgment.
• Assist with special projects and other responsibilities that contribute to the success of the firm.

Teamwork & Continuous Improvement

• Work closely with the firm’s owner and colleagues to support shared goals and deliver an outstanding client experience.
• Take initiative, identify potential issues before they become problems, and recommend practical solutions.
• Help implement projects and initiatives that improve efficiency, strengthen client relationships, and support the firm’s growth.
• Contribute to a positive, collaborative workplace where team members support one another.

Who We’re Looking For

We’re interested in a person who takes pride in doing things right, enjoys helping people, and wants to be part of a team that values trust, accountability, and continuous improvement.

Qualifications & Experience

• A bachelor’s degree and/or relevant professional experience.
• Ideally, at least two years of experience in financial services, client service, office administration, or a related field.
• Experience in securities, investments, financial planning, insurance, or wealth management is a plus.
• Familiarity with financial custodian platforms such as Fidelity, Schwab, or TD is beneficial.
• Experience with CRM systems and Microsoft Office applications.
• Knowledge of investment advisory regulations and compliance practices is a plus.
• Leadership, project coordination, or process improvement experience is desirable.

Skills & Personal Qualities

• Relationship-focused: Enjoys helping people and communicates professionally, warmly, and effectively.
• Organized and detail-oriented: Takes pride in accuracy, follows through on commitments, and keeps information and tasks organized.
• Proactive and resourceful: Anticipates needs, solves problems, and looks for ways to make things better.
• Adaptable and dependable: Can manage competing priorities and respond positively to changing needs in a dynamic industry.
• A strong communicator: Listens carefully and communicates clearly in writing, over the phone, and in person.
• A collaborative teammate: Works well with others, shares information, and contributes to a positive team culture.
• Trustworthy and professional: Demonstrates integrity, good judgment, and discretion when handling confidential information.
• Comfortable with technology: Learns new systems quickly and uses technology to work efficiently and accurately.

Why Join Jansen Wealth Management?

At Jansen Wealth Management, your role is about more than completing tasks. You’ll help build lasting client relationships, support important financial decisions, and play a meaningful part in the success of a growing wealth management practice.

You’ll have the opportunity to work directly with firm leadership, develop your knowledge of wealth management, take ownership of important responsibilities, and contribute ideas that make a real difference.

We value people who care about their work, support their teammates, and understand that the little details often make the biggest difference.

If you’re looking for a role where you can make an impact, build valuable skills, and grow alongside a team that puts clients first, we encourage you to apply.

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person