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Client Service Associate

Company: The Wealth Consulting Group
Location: Palm Desert
Posted on: September 5, 2021

Job Description:


Our growing wealth management firm is seeking a Client Services Associate to help us in our mission of assisting clients achieve their financial goals while delivering a very personalized and amazing client experience.  The Client Services Associate provides the first impression of our firm to our clients & visitors and plays a critical role in the back-office functioning of our team. This important resource on our team is responsible for managing the daily operations of the group and keeps the team running smoothly by ensureing that client service needs, paperwork and processing, trading, & new account openings are handled in a timely, accurate, and professional manner.  A positive and congenial attitude is a must.

Qualifications & Requirements


  • Three+ years of industry work-related experience (For example: financial services, banking, escrow, etc.).
  • Proficient with MS-Word, Outlook, Excel, PowerPoint, Windows and computer literate.
  • Systems/Software: Ability to easily learn multiple tech platforms such as Redtail CRM, Docusign, eMoney, Sharefile, LPL ClientWorks, Acrobat, Constant Contact, Riskalyze. Ability to walk clients through tech issues.
  • Must be well organized, have meticulous attention to detail, able to multi-task, meet scheduled due dates and follow through, with strong time management skills.
  • Team player, collaborative, able to work effectively with others.
  • Sound professional judgment and analytical skills.
  • Strong interpersonal skills with the ability to interface with personnel in a broad range of areas of expertise.
  • Excellent written and oral communication skills required, including spelling, grammar, punctuation, and business writing.
  • Exceptional phone, communication, and interpersonal skills.
  • Energetic, helpful, handy, motivated, calm, and a detail-oriented self-starter.
  • Physical requirements include, but are not limited to, sitting for extended periods of time, active computer work (viewing multiple monitors, keyboarding, mousing), and the ability to lift up to 20 pounds without assistance.
  • BA/BS degree preferred.



  • Compensation is commensurate with experience
  • Paid Vacation Days
  • Paid Time Off (If these days don’t fall on a weekend):

        New Year’s Day, Martin Luther King, Jr. Day, President’s Day, Good Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving Day and Day After         Thanksgiving, Christmas Eve and Christmas Day

  • Office closed early at 1pm on Fridays in August
  • Retirement savings plan beginning 2022
  • Gas Mileage Reimbursement
  • Weekly Team Meeting Lunches
  • Flexible with Outside Appointments and Time Off
  • One Paid Volunteer Day Off
  • 2 Hours off for your Birthday


We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our team. Our culture is fast-paced, motivational, and focused on improving our clients’ lives.  This position is full time, in person.

Keywords: The Wealth Consulting Group, Palm Desert , Client Service Associate, Other , Palm Desert, California

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