Job Description Summary
About Birch Run Financial
Birch Run Financial is an independent wealth management practice guided by the belief that financial plans should adapt as life evolves. The team helps individuals, families, professionals, and retirees navigate important financial decisions with personalized advice, thoughtful planning, and exceptional service.
As our practice continues to grow, we are seeking a motivated and client-focused professional who enjoys working with people, managing details, and serving as an integral part of a collaborative wealth management team.
Job Description
Position Summary
The Client Service Associate is a highly visible, client-facing role responsible for supporting advisors and delivering an exceptional service experience to clients. This individual will serve as a primary point of contact for many client requests while helping manage operational, administrative, and account-related activities.
The ideal candidate is detail-oriented, organized, energetic, and positive, with the ability to communicate clearly and professionally. Success in this role requires strong judgment, excellent follow-through, the ability to prioritize competing responsibilities, and a genuine desire to learn and grow within the financial services industry.
Key Responsibilities
Client Service & Relationship Management
Provide exceptional service to clients through phone, email, and in-person interactions.
Build positive relationships through timely follow-up and proactive communication.
Serve as a trusted resource for client questions and routine account requests.
Ensure a welcoming and professional client experience at every interaction.
Account Administration & Operations
Assist with client onboarding and account opening processes.
Process money movement requests accurately and efficiently.
Accept and process client trade requests in accordance with firm policies and procedures.
Execute daily operational and administrative tasks supporting client accounts.
Prepare, process, and track account paperwork.
Maintain accurate client records and documentation.
Practice Support
Assist advisors with client meeting preparation and follow-up.
Coordinate and manage small projects and action items.
Track outstanding requests and ensure timely completion.
Help identify opportunities to improve workflows and operational efficiency.
Support the day-to-day needs of a growing wealth management practice.
Qualifications
Preferred Experience
Previous experience in wealth management, financial services, banking, or a client service environment.
Experience working with confidential client information.
Familiarity with investment accounts and financial industry operations is a plus but not required.
Skills & Attributes
Strong attention to detail and commitment to accuracy.
Excellent verbal and written communication skills.
Professional, pleasant, and confident presence with clients.
Strong organizational and prioritization abilities.
Proven ability to manage multiple responsibilities simultaneously.
Sound judgment and problem-solving skills.
Consistent follow-through and accountability.
Positive attitude and team-oriented mindset.
Energetic, proactive, and eager to learn.
Ability to work independently while contributing to a collaborative team environment.
What Success Looks Like
Clients receive prompt, accurate, and professional service.
Administrative and operational tasks are completed efficiently and accurately.
Follow-up commitments are consistently met.
Advisors are well-supported and able to focus on serving clients.
The office operates smoothly, and clients feel valued and cared for throughout every interaction.
This position is ideal for someone who enjoys balancing client interaction with operational responsibilities and wants to build a long-term career within a relationship-focused wealth management practice.
Education: College degree preferred
Benefits: Medical, Dental, Vision Insurance (80% paid for associate), Retirement,…