Client Services Associate (Financial Services / Wealth Management) at #twiceasnice Recruiting

Jacksonville, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Feb, 26

Salary

80000.0

Posted On

06 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Services, Financial Services, Wealth Management, Data Analysis, Documentation, CRM, Excel, Communication, Math Accuracy, Account Management, Reporting, Meeting Support, Time Management, Attention to Detail, Professionalism, Urgency

Industry

Staffing and Recruiting

Description

Client Services Associate (Financial Services / Wealth Management) Location: Jacksonville, FL Salary: $65,000 – $80,000 + 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 available Client Services Associate (Financial Services / Wealth Management) Description Our client in financial services is hiring a driven and detail-oriented Client Services Associate in Jacksonville, FL. You will support advisors and clients, driving accurate money movement, account work, and reporting in a fast, structured setting. Our client seeks someone with 3+ years’ experience in financial services who is eager to gain deep expertise and committed to executing at a high level with accuracy, professionalism, and urgency. 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. Client Services Associate (Financial Services / Wealth Management) Responsibilities • Execute money moves, new accounts, transfers, and reporting • Prepare data-rich materials ahead of client and team meetings • Maintain precise documentation across custodians and platforms • 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 experience Client Services Associate (Financial Services / Wealth Management) Qualifications • 3+ years of financial services or wealth management experience required • Proficiency with Excel, Word, CRM, and financial planning tools required • Clear written and verbal communication skills required • Strong math accuracy across transfers, balances, and percentages required

Responsibilities

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.