About Kinetic Wealth:
Kinetic Wealth is a growing wealth management firm dedicated to helping individuals and families achieve their financial goals through personalized financial planning and investment guidance. We pride ourselves on delivering a high level of service and building long-term client relationships.
Position Overview:
Kinetic Wealth is seeking a detail-oriented and client-focused Client Service Associate to support our advisors and help deliver an exceptional client experience.
This role combines client service, operational support, and administrative coordination within a wealth management environment. The ideal candidate has experience working in a financial services firm and understands the processes involved in client onboarding, account servicing, and advisor support.
Applicants should have prior experience working in a financial advisory, wealth management, brokerage, or banking environment.
Day-to-Day Responsibilities:
In this role, you will:
- Respond to client service requests and assist with account-related inquiries.
- Help onboard new clients and prepare account opening paperwork.
- Coordinate account transfers, distributions, and other service requests.
- Schedule client meetings and prepare meeting materials for advisors.
- Maintain accurate client information in the firm’s CRM system.
- Communicate with custodian to complete account requests.
- Prepare reports, correspondence, and documentation using Microsoft Office.
- Track follow-ups and ensure client service tasks are completed promptly.
- Maintain organized client records and documentation.
Required Qualifications:
- At least 3 years of experience working in financial services (RIA, wealth management firm, broker-dealer, or bank).
- Strong written and verbal communication skills.
- Excellent organizational and time-management abilities.
- High attention to detail and accuracy.
- Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint).
- Ability to work independently and manage multiple priorities.
- Professional and client-service-oriented mindset.
Preferred Qualifications:
- Experience working in a wealth management or financial planning firm.
- Familiarity with custodial platforms such as LPL Financial Schwab, Fidelity, or Pershing.
- Experience using a CRM system (Redtail, Wealthbox, Salesforce, etc.).
Compensation:
- Salary range: $40,000 – $50,000 annually, depending on experience.
- Opportunity for growth within a growing wealth management firm.
- Professional and collaborative work environment.
How to Apply:
Please submit your resume and a brief cover letter describing your experience in financial services and your interest in the role.