Client Service & Operations Associate (3+ yrs financial services/wealth mgmt. exp. req.)

11/5/2025

The Client Services Associate will execute money moves, new accounts, transfers, and reporting while preparing data-rich materials for client and team meetings. They will maintain precise documentation and track client requests to ensure timely completion.

Salary

65000 - 80000 USD

Working Hours

40 hours/week

Company Size

51-200 employees

Language

English

Visa Sponsorship

About The Company

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About the Role

Client Service & Operations Associate (3+ yrs financial services/wealth mgmt. exp. req.) Location: Jacksonville, FL Salary: $65,000 - $90,000 + Bonus opportunities  Benefits: Medical, Dental, Vision, Life, 401(k) w/ match, PTO Job Type: Full-Time | On-site Typical Hours: Monday–Friday; 40 hours/week  Start Date: ASAP  Sponsorship is not available Relocation assistance negotiableClient Service & Operations Associate (financial services/wealth mgmt. exp. req.) DescriptionOur client is a well-established private financial services firm serving a diverse client base across multiple advisory segments, seeking a driven and detail-oriented Client Service & Operations Specialist in Jacksonville, FL. In this role, you will be a core member of the operations engine – executing money movement, preparing client materials, maintaining accurate records, and ensuring advisors have exactly what they need to deliver an exceptional client experience. This role is ideal for someone who thrives on precision, structure, and accountability. You will work hands-on across platforms, custodians, and systems daily and will be trusted with sensitive financial activity that requires accuracy, ownership, and responsiveness. This is a great hands-on opportunity for individuals who are naturally energized by data, deadlines, and making sure complex things work exactly as they should and who want to deepen their expertise inside a high-net-worth service environment alongside a high-performance team.Client Service & Operations Associate (financial services/wealth mgmt. exp. req.) Responsibilities•    Execute money moves, new accounts, transfers, and reporting •    Prepare data-rich materials ahead of client and team meetings •    Maintain precise documentation across core advisory tools and systems •    Own CRM and workflows for accuracy, visibility, and follow-through •    Track client requests and ensure timely completion •    Leverage planning, trading, and account platforms daily •    Use Excel for reconciliations, balances, and percentages •    Draft and proof client-ready emails and updates •    Take notes in meetings; log all actions and outcomes •    Support advisors to deliver consistent client experienceClient Service & Operations Associate (financial services/wealth mgmt. exp. req.) Qualifications•    Bachelor’s degree required •    3+ years of financial services or wealth management experience required  •    Account operations, transfers, money movement and trading execution experience required •    Active Series 7 license required  •    Active Series 66 OR Series 63 and 65 required •    Proficiency with Excel, Word, CRM, and financial planning tools/software required  •    Strong math accuracy across transfers, balances, and percentages required

Key Skills

Client ServicesFinancial ServicesWealth ManagementData AnalysisDocumentationCRMExcelCommunicationMath AccuracyAccount ManagementReportingMeeting SupportTime ManagementAttention to DetailProfessionalismUrgency