Client Services Associate / Office Manager - JPStudinger Wealth Advisors

Seeking a motivated and detail-oriented Client Services Associate / Office Manager to join a wealth management firm. This dual-role position provides excellent client service while ensuring office operations run smoothly and efficiently.

Requirements

• Serve as the first point of contact for clients by phone, email, and in-person
• Prepare, complete, and process client paperwork accurately
• Organize, maintain, and update digital client files
• Evaluate existing processes and develop new systems to streamline workflows
• Manage office inventory

Benefits

• Competitive compensation
• Health Insurance
• 401k