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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