CLIENT SERVICE ASSOCIATE – REGISTERED INVESTMENT ADVISOR (RIA)

Reagan Companies Asset Management, Inc., a leading RIA firm managing over $1 Billion in assets, is seeking a client-focused Client Service Associate to support our wealth management operations and client’s service needs. This full-time, in-office role is ideal for someone who thrives in a fast-paced, client-focused environment and is passionate about delivering exceptional service.
The ideal candidate will be well-organized, detail-oriented, and possess strong follow-up skills. They should have a genuine commitment to providing the ultimate client experience through proactive support and clear communication.

QUALIFICATIONS:

· Associate’s degree or higher preferred
· Experience in a financial services back-office environment preferred
· Exceptional attention to detail
· Strong organizational and multitasking skills
· Excellent verbal and written communication abilities
· Professional, collaborative, and client-focused demeanor
· Proficient in Microsoft Office; strong overall computer skills
· Team player with a desire to contribute to a high-performing environment
Job Type: Full-time
Pay: $60,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Education:

• Associate (Preferred)

Experience:

• Financial services: 1 year (Preferred)

Work Location: In perso

· Support financial advisors by coordinating client review meetings and managing service-related tasks
· Prepare reports and materials for financial review meetings
· Process and track applications and service requests
· Communicate with clients via phone and email to ensure timely follow-up and resolution
· Maintain smooth back-office operations to support both current and prospective clients
· Ensure all clients receive the highest level of service and support
· Collaborate with the team to achieve shared goals in a fast-paced, enthusiastic work environment
· Work on-site in a dynamic, team-focused office setting