This listing does not state pay. Across 72 open client service associate listings that state pay, the middle half runs $49,500 to $72,000 and the median is $63,500.

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How AI is used in this kind of work

Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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Onboarding

About the job

WHAT YOU'LL DO

Provide day-to-day administrative and client-service support to advisors and portfolio managers.

Respond to routine client requests involving cash transfers, deposits, withdrawals, gifting, statements, tax documents, and account information.

Prepare account-opening and maintenance paperwork, gather documentation, and follow up on outstanding items.

Work with custodians and financial institutions to process requests and resolve routine service issues.

Maintain accurate client records and assist with new-client onboarding, meeting preparation, reports, and follow-up.

Support IRA distributions, Required Minimum Distributions, charitable gifts, and other transactions with guidance from experienced team members.

WHAT WE'RE LOOKING FOR

Approximately 1-4 years of professional experience, preferably in wealth management, financial services, banking, insurance, accounting, legal, or another client-focused professional environment.