Client Services Associate

Client Services Associate Weaver Capital Advisors is looking for a Client Service Associate to join our growing team. The Client Service Associate will support the onboarding of new clients, including opening new accounts and ensuring existing accounts are in order. They will execute cash and asset transfers. They will collect and file account statements and year-end tax information. Additionally, they will provide administrative support to our advisors. This includes scheduling, managing client calls, emails and expense reports. To be successful in this role, the following qualifications are required: At least 2 years of client services experience, preferably in financial services or at an investment advisory firm Excellent interpersonal and communication skills, both written & verbal. Ability to display a consistent, professional degree of communication Must be comfortable talking on the phone Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook Ability to learn quickly and be adaptable to new processes, such as AI Must be proactive and take initiative Strong attention to detail Excellent organization Ability to handle highly sensitive, confidential and non-routine information Must have excellent judgment; be an independent thinker and resourceful Team player with a positive attitude Highest degree of integrity, professionalism, diplomacy and discretion Experience in account management preferred Additionally, the following qualifications are preferred: Bachelor's degree in related field strongly preferred Experience in account management CRM experience At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. Weaver goes beyond offering competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. We support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm. People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer. Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you! Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.

Created: 2026-03-05