Client Associate – Full Time, Remote

Remote (U.S. based)
Full-Time
$70,000 – $100,000 base salary (dependent on experience) + benefits

Position Overview - We are seeking an experienced Client Associate to support an advisor transitioning into independent wealth management space. This role is critical to the day-to-day operations of the practice and will serve as a key partner to the advisor in delivering a high-touch, white-glove client experience. This is a hands-on, execution-focused role for someone who thrives in a fast-paced environment, is highly organized, and takes pride in getting things done efficiently and accurately. The ideal candidate has prior experience supporting advisors, is comfortable working remotely, and brings strong familiarity with Fidelity’s platform and independent firm workflows.

 About Us - Our mission is simple: we help clients make confident financial decisions. We believe in building a better experience, simplifying complexity, and serving with excellence.

• Build. We are committed to continually improving and creating an industry-leading client experience—because excellence is never finished.
• Simplify. Through time-tested strategies and disciplined processes, we cut through complexity so our clients can focus on what matters most in life.
• Serve. We approach every interaction with urgency, integrity, and care, providing trusted guidance, reliable advice, and responsiveness our clients can always count on.

We’re more than advisors - we’re partners dedicated to helping our clients achieve their financial goals with clarity, confidence, and peace of mind. 

Responsibilities

• Manage end-to-end account openings, transfers, and maintenance, with a heavy focus on Fidelity workflows
• Process time-sensitive money movement, including wires and transfers, with a high degree of accuracy
• Serve as a primary operational support partner to the advisor
• Confidently handle phone-based client interactions, including complex or sensitive requests
• Manage all client service and account administration, including:
  • Account openings and maintenance
  • Money movement (wires, journals, transfers)
  • Custodian coordination and follow-up
  • Required documentation and paperwork processing
• Act as a reliable point of contact for client-related operational requests
• Maintain accurate and up-to-date records in the CRM (Wealthbox experience preferred)
• Execute and manage ongoing task workflows to ensure nothing falls through the cracks
• Support client meeting preparation as needed (reports, documents, follow-ups)
• Maintain a high level of responsiveness, accuracy, and professionalism
• Identify opportunities to improve workflows, documentation processes, and operational efficiency

 Ideal Candidate Profile

• Several years of experience (4+) in wealth management, RIA, or financial services
• Experience as a Client Associate, Senior Client Associate, or similar role
• Registration preferred (Series 7/63 or 66)
• Deep familiarity with custodial platforms (Fidelity strongly preferred)
• Highly organized, detail-oriented, and proactive - you notice issues before they become problems
• Comfortable working independently 
• Confident but collaborative communication style 
• Someone who wants to own this role long-term, not transition into an advisor track

Benefits & Compensation

• Base Salary: $70,000 – $100,000 (based on overall knowledge & experience)
• Benefits package
• Remote
• Stable, consistent schedule with a high degree of trust and autonomy