Client Service Associate

Client Service Associate
Jackson, MS | $45,000–$55,000

We are partnering with a well-established, relationship-driven financial services firm in Jackson, MS seeking a highly organized and client-focused Client Service Associate. This individual will play a key role in supporting Advisors and ensuring a seamless, high-touch client experience.

This is a great opportunity for someone who thrives in a fast-paced, detail-oriented environment and enjoys being the backbone of a team.

What You’ll Do

• Serve as a primary support partner to Advisors and the Client Services team
• Open and maintain client accounts (advisory, brokerage, insurance, etc.)
• Process account updates including beneficiary changes, contact updates, and general maintenance
• Assist with client transactions such as distributions, deposits, wires, and ACH requests
• Support Required Minimum Distributions and systematic account setups
• Monitor custodial alerts and resolve account issues (NIGO items)
• Communicate trading-related requests to internal teams
• Prepare and send client correspondence with accuracy and professionalism
• Maintain detailed client records across systems (Salesforce, Orion, Egnyte, etc.)
• Assist with scheduling, client meetings, and general office operations
• Track, document, and follow up on client and internal requests
• Contribute to process improvements and overall operational efficiency

What We’re Looking For

• Strong attention to detail and ability to juggle multiple priorities
• Excellent communication and interpersonal skills
• A true service mindset with a desire to support clients and team members
• Highly organized with strong time management skills
• Problem-solver who can think critically and proactively
• Comfortable learning and using multiple systems and technologies

Preferred Background

• Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent experience)
• 2–3+ years of experience in a professional office or financial services environment
• Experience with tools such as Salesforce, Orion, or similar platforms is a plus

Why This Role

• Join a collaborative, team-oriented environment
• Gain exposure to wealth management operations and client strategy
• Opportunity for long-term growth and development
• Be part of a firm that values precision, service, and relationships