Job Description

Client Services Associate / Office Manager - JPStudinger Wealth Advisors

Compensation: $50,000+ (commensurate with experience)

Employment Type: In PersonFull-Time

Experience Level: Open to candidates at all experience levels

About the Role

Our wealth management firm is seeking a motivated and detail-oriented Client Services Associate / Office Manager to join our team. This dual-role position is the backbone of our daily operations, serving as the first point of contact for our valued clients while ensuring the office runs smoothly and efficiently behind the scenes.

The ideal candidate is a proactive problem-solver who enjoys building meaningful relationships with clients, providing thoughtful personalized service, and has a talent for creating organized systems that help a team perform at its best.

Key Responsibilities

Client Service

• Serve as the first point of contact for clients by phone, email, and in-person, providing warm, professional, and responsive service

• Schedule client meetings, manage advisor calendars, and coordinate follow-up communications

• Prepare, complete, and process client paperwork accurately, including account applications, transfer forms, and service requests

• Assist with new account openings and ensure all documentation is complete and accurate

• Build and maintain strong client relationships through consistent, attentive follow-up

Office Management & Operations

• Organize, maintain, and update digital client files

• Evaluate existing processes and develop new systems to streamline workflows and improve efficiency

• Manage office inventory

• Serve as the primary liaison with vendors, service providers, and building management

• Utilize AI to streamline business processes

Requirements

What We're Looking For

• Strong interpersonal and communication skills — comfortable interacting with clients by phone and in person

• Highly organized with excellent attention to detail

• A proactive, self-directed mindset — someone who spots inefficiencies and takes initiative to improve them

• Discretion and professionalism when handling confidential client information

• A positive, team-oriented attitude and a genuine interest in supporting clients and colleagues

• No prior financial services experience or licensing required — we're happy to train the right candidate

Benefits

What We Offer

• Competitive compensation based on experience

• A collaborative, close-knit team environment where your contributions are seen and valued

• Opportunities for growth, learning, and professional development within the financial services industry

• The chance to play a central, meaningful role in the success of our firm and the experience we deliver to our clients

• Health Insurance and 401k