Posted 02/11/2026
Job Number: 15555

Client Service Associate

Sheridan, WY Onsite

Industry:  Financial Services

Job Category: Wealth Management

Job Type:  Direct Hire

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Job Description

Position Title: Client Service Associate

The Client Service Associate plays a pivotal role in supporting financial advisors and enhancing client satisfaction. This position demands a high level of organization and multitasking, as the associate will manage various operational tasks while interacting with clients. The responsibilities include responding to client inquiries, processing transactions, and ensuring a seamless experience for clients. The ideal candidate will thrive in a fast-paced environment and be able to adapt to changing priorities. Additionally, a strong aptitude for technology is essential to effectively manage client information and communications.

Client Service Associate Responsibilities:

  • Support two advisors managing $330 million in assets under management
  • Handle client phone calls and respond to emails promptly
  • Process client transactions, including sending checks and setting up ACH transfers
  • Assist in opening new accounts and managing paperwork
  • Communicate regularly with clients to provide updates and address inquiries
  • Follow advisor direction and manage operational tasks as required
  • Execute simple trades and assist with annual reviews for clients
  • Maintain awareness of market trends to engage in informed conversations with clients
  • Utilize CRM systems to enter and manage client information
  • Set up clients on technological platforms as needed

Client Service Associate Requirements:

  • Minimum of 2 years of experience in financial services, preferably within a registered investment advisor or broker-dealer
  • Proficient in technology and comfortable using various software applications
  • A bachelor’s degree is preferred
  • Registered client associate (Series 7 and Series 66 or 63/65) is preferred

Benefits:

  • Medical, dental, and vision benefits
  • 401(k) retirement plan
  • PTO + 83 hours of sick time annually
  • Paid holidays include New Year’s Day, Martin Luther King Day, Presidents’ Day, Good Friday, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving Day, and Christmas Day

If you are a Client Service Associate looking to take the next step in your career, apply now!

Job ID: a0CUm00003mWuRkMAK

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