Client Service Associate

Cornerstone Wealth Management is seeking a dynamic and proactive Client Service Associate to join a client-focused wealth management team and deliver a high-touch client experience. In this role, you will serve as a vital link between clients and financial advisors, working to schedule appointments, prepare meeting materials, track compliance-related tasks and complete other administrative duties. Your proactive approach and attention to detail will drive team efficiency and client satisfaction. This position offers the opportunity to develop your skills in project management, technology tools, and team collaboration within a fast-paced environment.

Responsibilities

• Manage client meetings for multiple advisors, including proactively scheduling appointments, running multiple pre-meeting reports, and submitting required post-meeting forms.
• Utilize client relationship management (CRM) system to run reports and track due dates for a variety of advisor- and client-related tasks, tracking the status to follow through to completion.
• Process move money requests, transfers, distributions and Required Minimum Distributions (RMDs).
• Communicate effectively through various channels, including phone calls, emails and virtual meetings, with clients and back-office contacts to troubleshoot issues.
• Collaborate across teams, such as marketing and operations, to coordinate and execute client initiatives and events.
• Maintain detailed documentation of client interactions, service requests and follow-up actions to ensure accountability and continuous improvement.

Qualifications

• 3+ years proven experience in client service or operations; financial services or wealth management experience a plus but not required
• Highly detail-oriented with strong organizational and follow-up skills
• Ability to work independently and manage priorities
• Excellent communication skills with the ability to convey complex information clearly and professionally
• Familiarity with Microsoft Office Suite and comfortable learning new technology
• Ability to collaborate with team members to achieve shared objectives
• Eligible to work in the United States

Position Highlights

• Established, client-centered wealth management practice
• Full-time role with meaningful, hands-on responsibilities
• Collaborative, respectful, family-first work environment
• Benefits include medical, dental and vision insurance, PTO, 401k with match, life insurance

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Cornerstone Wealth Management, a registered investment advisor and separate entity from LPL Financial.