Wealth Management Client Service Associate

About Signature Wealth Advisors

Signature Wealth Advisors is a values-driven financial planning and investment management firm with over $600 million in assets under management. We work alongside families and business owners to bring long-term clarity, confidence, and financial stability to everything they build.

We’re growing — and we’re looking for someone who shares our commitment to serving clients at the highest level.

The Role

The Client Service Associate is central to how our clients experience this firm. You’ll manage account operations, coordinate with advisors and custodians, and ensure every interaction reflects our standard of care and professionalism. This is a high-visibility role for someone who is organized, proactive, and takes genuine pride in getting the details right.

What You’ll Do

• Onboard new clients and manage account openings, transfers, and money movement
• Process contributions, distributions, redemptions, and periodic investment plans
• Support servicing and processing of managed accounts, annuities, structured notes, and alternative investments
• Coordinate with custodians, product sponsors, and internal teams for seamless execution
• Assist with tax-related preparation and client communication
• Maintain compliance with MassMutual, agency, and regulatory standards
• Serve as a reliable point of contact for clients throughout the service lifecycle

What We’re Looking For

Required qualifications

• Bachelor’s degree
• 3+ year in wealth management or financial services
• Proficiency in Microsoft Office and CRM systems
• Strong attention to detail and follow-through
• Polished, client-first communication style

Nice to have

• Series 6 or 7 license
• Experience with Envestnet or Wealthscape/NFS
• Familiarity with eMoney or similar financial planning tools
• Fixed/variable annuity processing experience
• Exposure to structured notes or alternative investments

Technology We Use

Wealthbox (CRM) · eMoney (Financial Planning) · Zocks (Meeting Intelligence) · Microsoft Office 365

What We Offer

• Competitive salary: $75,000 – $90,000
• Health, dental, and vision insurance with HSA options
• 401(k) with employer match
• Paid time off
• A collaborative team culture with genuine work-life balance
• Room to grow within a firm that’s expanding with purpose

If you care deeply about people, thrive in a fast-paced environment, and hold yourself to a high standard — we’d love to connect.

Pay: $75,000.00 - $90,000.00 per year

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience

• Wealth Management or Financial Services: 3 years (Required)

Work Location: In person