Client Associate – Private Wealth Management
Starting Salary: $60-75K, plus bonus
Location: Winter Park, FL

Are you someone who goes above and beyond to exceed client expectations? Do you thrive in a fast-paced environment and pride yourself on precision and professionalism? Are you personable and passionate about delivering a world-class client experience?

We are seeking a Client Associate to join a Private Wealth team. In this dynamic role, you will support the financial advisors in providing exceptional service to a sophisticated client base, including high and ultra-high net worth individuals, executives, business owners, and multigenerational families.

Key Responsibilities

• Serve as a primary point of contact for daily client inquiries and account servicing needs, including general account questions, investment orders, distributions, and service requests.

• Assist with onboarding new clients, including account opening, due diligence, and ongoing compliance monitoring.

• Prepare documentation and materials for client meetings, business development trips, and investment proposals.

• Partner with team members to ensure all client accounts remain in compliance with legal, regulatory, and internal policies.

• Maintain an organized client tracking system for scheduling, follow-ups, and business development initiatives.

• Juggle multiple priorities in a deadline-driven environment while ensuring accuracy and efficiency.

• Educate clients on our full suite of account services and capabilities.

• Help plan and execute marketing events and develop marketing collateral to support team growth and engagement.

Qualifications and Experience

• Experience in client service, preferably within finance, wealth management, hospitality, or similar industries.

• Strong attention to detail, with the ability to stay composed and effective under pressure.

• Collaborative mindset with a proactive, problem-solving attitude.

• Discreet, tactful, and adaptable to shifting demands and priorities.

• FINRA registrations (SIE, Series 7, Series 66) preferred—or willingness to obtain within 6 months of hire.

• Proficiency in Microsoft Office Suite.

• Bachelor’s degree.