Client Service Associate, Wealth Mgmt (Hybrid)

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary of the Role: We are seeking a detail-oriented and client-focused Client Service Associate to join our Wealth Management team. This role supports financial advisors and relationship managers by ensuring exceptional service delivery and operational efficiency across client accounts and investment activities.

Essential Duties And Responsibilities:

• Process new client accounts, distributions, and other financial transactions.
• Respond to basic client inquiries. Escalate to the Advisor for anything requiring a license.
• Collaborate with other Client Service team members to provide exceptional customer service to current and potential clients.
• Maintain, update and file client information.
• Complete administrative tasks, track and document client data using Customer Relationship Management system.
• Provide status reports to the Wealth Management Team on the account opening and asset transfer progress.
• Run account maintenance reports on a monthly/quarterly basis.
• Schedule and assist in preparation of annual client meetings.
• Provide back-up and support to other Wealth Management team members.
• Establish committed and trusted client, advisor, and vendor working relationships.
• Complete meeting follow-up duties such as scheduling asset transfers, gathering paperwork and requested documents.
• Collaborate with Wealth Managers regarding account questions, service requests and all other matters.
• Participate in industry meetings and/or other educational opportunities for the purpose of continuing education, professional development and/or obtaining industry designations.
• Participate in special projects or assignments as needed working with partners to solve complex issues that may arise.

Knowledge, Skills, And/Or Abilities:

• Excellent oral, written, and interpersonal communication skills
• Proficiency in Microsoft Office software, including Word, Excel, Outlook, and PowerPoint
• Self-disciplined with commitment to quality, attention to detail and accuracy
• Ability to multi-task and change priorities in a fast-paced environment
• Excellent problem-solving skills

Education And/Or Experience:

• 2+ years of Financial Services industry experience required
• High School graduate or equivalent
• College degree preferred

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $55,000 to $75,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.