Client Experience Associate, Advisor Dedicated

Responsibilities

• Serve as the primary point of contact for day-to-day client needs, monitoring the advisor's email and voicemail daily and responding with professionalism, clarity, and sound judgment.
• Facilitate money movement, distributions, trades, and rebalancing actions, escalating when tax or planning judgment is required.
• Monitor custodian alerts and action-needed items, including NIGOs and money movement issues, and drive them to resolution.
• Own meeting preparation and follow-up by maintaining meeting planners and ensuring that action items are completed.
• Coordinate paperwork and workflows across custodian platforms, DocuSign, and paper processes according to client preferences.
• Complete Required Minimum Distributions and other deadline-driven items ahead of schedule.
• Handle most client matters independently when the advisor is out of office.

Requirements

• 4+ years of client-facing experience in wealth management.
• Experience owning the full client lifecycle within a boutique or independent advisory practice.
• Strong communication skills and calm, sound judgment under pressure.
• Experience with custodial platforms, trading and rebalancing tools, and CRM systems.
• Exceptional organization, attention to detail, and follow-through.
• Ability to operate autonomously and make day-to-day judgment calls.
• Interest in building a long-term career in client service execution rather than pursuing advising or people management.

Nice-to-Haves

• Former CFP-track professional who prefers execution and client care over prospecting or advising.
• Experience with 55ip, Ramp, or similar portfolio, trading, or expense platforms.
• Passion for building efficient, repeatable operational processes.

Compensation & Benefits

• Competitive compensation package that rewards impact.
• Full health benefits.
• 401(k) matching and Roth IRA options.
• Unlimited paid time off.
• Opportunity to work at a fast-scaling startup and chart a growth path as the company expands.