Benefits:

401(k) matching

Dental insurance

Health insurance

Paid time off

Vision insurance

The Client Associate position works with Alpha Wealth Management. We are seeking a Client Associate to join our growing wealth management team. This is an entry-level to early-career position ideal for someone who enjoys client interaction, is highly organized, and is interested in building a career in financial services. The Client Associate plays a key role in supporting advisors and clients by handling day-to-day service needs, maintaining accurate records, and ensuring a positive client experience. This role offers hands-on exposure to wealth management operations, with training and growth opportunities for the right candidate.

Pay Range: $18.00 - $30.00 per hour, based on qualifications

Job Summary

The Client Associate supports the firm’s advisors and clients by providing high-quality client service, administrative support, and operational assistance. This role serves as a key point of contact for client inquiries and helps ensure account information, documentation, and communications are handled accurately and professionally. The position is well-suited for an entry-level to moderately experienced professional interested in gaining exposure to the wealth management industry.

Education and Experience

Series 65 license preferred

Experience with/understanding of investments

Bachelor's degree preferred

College coursework/ degree in accounting, finance, or business-related field preferredTwo years of prior administrative office experience (or equivalent experience)

Proficient in Microsoft Office (specifically Excel and Word), and Adobe Acrobat

Knowledge

Basic understanding of customer service principles and professional communication

Familiarity with general office procedures, recordkeeping, and documentation

Comfort using computer software, web-based platforms, and internal systems

Skills

Professional discretion when handling confidential client information

Strong attention to detail and accuracy

Clear verbal and written communication skills

Ability to follow established processes and instructions

Comfortable working independently while also supporting a team

Willingness to learn new systems, procedures, and industry concepts

Organized, dependable, and responsive to client and team needs

Primary Job Duties

Serve as a first point of contact for clients via phone, email, and virtual communication

Assist clients with routine account inquiries and service requests

Coordinate with advisors and third-party partners to support account maintenance and documentation

Maintain accurate records of client interactions and transactions

Prepare, organize, and maintain confidential files and reports

Use internal systems and software to support daily operations

Assist with scheduling meetings and preparing materials

Support basic Excel tasks such as data entry, tracking, and simple formulas

Perform additional administrative and operational tasks as assigned