CFS, INC

We are seeking a highly organized, detail-driven Client Service Associate to support two financial advisors in a fast-paced wealth management practice. This role is critical to the client experience and requires someone who can manage multiple priorities, follow through consistently, and maintain accuracy in a highly regulated environment. The right candidate takes ownership of their work, communicates clearly and professionally, and operates with a strong sense of accountability. This is not an entry-level administrative role. While this is not a sales position, it does require confidence working directly with clients, strong judgment, and the ability to anticipate needs without constant direction. What Success Looks Like Client requests are handled promptly and accurately (same-day response expected) Advisors are consistently prepared for meetings with complete and accurate materials Account paperwork and processing are completed with minimal errors Client data is consistently up to date and well-documented in CRM systems Competing priorities are managed effectively without dropped tasks or missed follow-ups