Client Service Associate

Client Service AssociateJackson, MS | $45,000-$55,000Service Specialists recruiting agency is partnering with a well-established, relationship-driven financial services firm in Jackson 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 DoServe as a primary support partner to advisors and the client services teamOpen and maintain client accounts (advisory, brokerage, insurance, etc.)Process account updates including beneficiary changes, contact updates, and general maintenanceAssist with client transactions such as distributions, deposits, wires, and ACH requestsSupport Required Minimum Distributions and systematic account setupsMonitor custodial alerts and resolve account issues (NIGO items)Communicate trading-related requests to internal teamsPrepare and send client correspondence with accuracy and professionalismMaintain detailed client records across systems (Salesforce, Orion, Egnyte, etc.)Assist with scheduling, client meetings, and general office operationsTrack, document, and follow up on client and internal requestsContribute to process improvements and overall operational efficiencyWhat We're Looking ForStrong attention to detail and ability to juggle multiple prioritiesExcellent communication and interpersonal skillsA true service mindset with a desire to support clients and team membersHighly organized with strong time management skillsProblem-solver who can think critically and proactivelyComfortable learning and using multiple systems and technologiesPreferred BackgroundBachelor's degree in Business, Finance, Accounting, or related field (or equivalent experience)2-3+ years of experience in a professional office or financial services environmentExperience with tools such as Salesforce, Orion, or similar platforms is a plusWhy This RoleJoin a collaborative, team-oriented environmentGain exposure to wealth management operations and client strategyOpportunity for long-term growth and developmentBe part of a firm that values precision, service, and relationshipsFor purposes of confidentiality, you can apply by emailing sfields@.

Created: 2026-05-09