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Client Service Associate

Job Description:

All Star Financial is looking to expand our team! We are a fee-only wealth management firm that is full service in our approach, comprehensive in our offerings, and passionate about our clients; with our core values at the forefront of everything we do. We serve a wide variety of clients with different levels of financial complexity and tax obligation.

We are seeking a full-time Client Service Associate who will provide administrative and operational support to our team of advisors and occasionally interact with clients. This person will be our on-site subject matter expert for our account management tools and must be able to interact with our team, clients, and prospective clients with a high degree of professionalism. We offer a competitive benefits package, PTO, 401K match, profit sharing, volunteer opportunities and a family-like office experience.

Role Responsibilities:

  • Gain subject matter expertise on account management platforms (Fidelity and Schwab)
  • Prepare electronic and hard copy forms and process requests for client tasks daily
  • Prepare necessary reports prior to client meetings
  • Process fund request transfers
  • Assist advisors in the client onboarding process including building new accounts and system setup
  • Ensure appropriate forms and documentation is prepared, submitted, and filed
  • Utilize the firm’s CRM system to document and complete tasks (Salesforce)
  • Answer client questions and provide a timely response to any issues
  • Research and efficiently resolve complex problems related to client accounts
  • Adhere to all compliance policies and procedures
  • Provide input for process improvements and efficiencies
  • Perform other duties as requested which contribute to the overall success of the firm

We’re Looking For People Who Bring:

  • Commitment to building strong, inclusive internal and external relationships
  • Desire to work in a team atmosphere while independently completing daily work
  • A high level of confidentiality
  • Ability to collaborate with a variety of different people and roles
  • Problem-solving skills and act as a self-starter
  • A “no job is beneath me” attitude
  • Effective time management and organizational skills
  • Ability to prioritize and complete tasks efficiently and on time

Previous Experience:

  • Familiarity with Salesforce, DocuSign, Adobe, and Microsoft programs preferred
  • Financial knowledge, or experience working within the financial industry is a plus


To learn more about our firm, visit our website at To apply for the Client Service Associate role, please send your resume to

All Star Financial is committed to being an equal opportunity employer and constantly strives to create an equitable and inclusive work environment. We respect individual strengths, views, and experiences; and we believe our differences enable us to be a better team – one that makes better decisions, drives innovation, and delivers better business results.

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