Client Service Associate- Wisehaupt Bray Asset ...

Client Service Associate At WB Wealth Management, we pride ourselves on being your trusted advisorthe one you turn to with every important financial question, and the advisor who knows and understands your preferences, aspirations and fears. Like a loyal friend and confidant, you can rely on us to help you through difficult times, celebrate accomplishments and encourage you in the pursuit of the future you envision. Whether you seek to plan for the next phase in life, pursue your lifelong dreams or secure your family's future, we are here to support you along your path to success with trustworthy guidance and genuine compassion, every step of the way. Our primary clients are Retirees, Private Company Shareholders, Private Companies, Business Owners and Divorcing Individuals. What You'll Do Provide heartfelt support and communication to partners, administration, and all clients. Work with partners and team members to help deliver upon client requests. Maintain electronic client files. Schedule client meetings and prepare reports for those meetings. Prepare and process paperwork for client transactions - including opening accounts, address changes, closing accounts, transferring assets, deposits, withdrawals and communicating the status of transactions to clients and advisors. Provide ongoing client account maintenance (e.g. all money requests, checks, wires, ACHs, RMDs, regular periodic transfers, ongoing special client requests). Respond to client and advisor requests promptly. Manage client gifts and electronically send holiday and birthday cards. Notarize documents where applicable. What You'll Bring Minimum 3+ years of experience in the Finance industry Certified notary (or willing to become one) You can motivate yourself and others to deliver high-quality output. You can thoroughly manage a workload. Initiate projects and ask, "How can I help?" What We Offer This is an opportunity to work with a personally supportive and successful small group of proven professionals. Coverage on the first day of employment for Medical, Dental, and Vision insurance Paid Parental Leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver) 401k Matching Plan HSA Employer Contributions Student Loan Assistance Pet Insurance AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Created: 2026-03-05