Wealth Management Client Service Associate Job at Stratos, Darmstadt, IN

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  • Stratos
  • Darmstadt, IN

Job Description

Who We Are

We are an independent, fiduciary, fee-only wealth management firm based in Evansville, IN, dedicated to delivering personalized, high-touch service to high-net-worth individuals and families. As a boutique firm, we take pride in building lasting relationships, offering thoughtful guidance, and helping our clients achieve financial peace of mind.

About the Role

We are seeking a Wealth Management Client Service Associate to join our practice. This is a client-facing role that blends operations, relationship management, and problem-solving. The ideal candidate is proactive, detail-oriented, and thrives in a collaborative, small-team environment. This position offers the opportunity to make a meaningful impactboth on the success of our clients and the continued growth of our firm.

Key Responsibilities
  • Serve as a primary point of contact for clients, delivering exceptional service in person, over the phone, and via written communication.
  • Coordinate and prepare materials for client meetings.
  • Open and maintain client accounts; assist with asset transfers, contributions, and money movement.
  • Partner with compliance to ensure operational accuracy and adherence to regulatory standards.
  • Prepare and maintain internal reports that support advisor and firm efficiency.
  • Act as a liaison between clients and advisors to ensure seamless communication and follow-through.
  • Obtain (or be willing to obtain) notary certification, with firm support.
What We Offer
  • Base Salary: $60,000 $70,000 (commensurate with experience).
  • Performance Incentives: Annual bonus opportunities.
  • Retirement Benefits: 401(k) with match, plus profit sharing plan.
Qualifications
  • High integrity and strong ethical standards.
  • Organized and detail-oriented.
  • Self-starter with a positive, client-first attitude.
  • Eagerness to learn and adapt in a fast-paced environment.
  • Proficiency with Microsoft Excel and Microsoft Office.
Preferred (but not required)
  • Experience using Redtail CRM.
  • Experience with Fidelity Institutional as custodian.
  • Background in financial services or a related industry, such as:
  • A registered investment advisory firm.
  • Custodian/custodial platform (Fidelity Institutional preferred).
  • Private banking or a wirehouse firm.

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Job Tags

Work at office,

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