Client Service & Operations Associate

Join Eclipse Private Wealth Management as a Client Service & Operations Associate and support end-to-end operations that impact client service and firm efficiency. This role blends administrative precision, client experience, and light marketing coordination into one highly impactful position.

Requirements

• 2-5 years of experience in wealth management, financial services, RIA operations, or client service
• Strong understanding of financial services (accounts, investments, basic market knowledge)
• Familiarity with custodial platforms (Pershing, Schwab, etc.)
• CRM experience (Wealthbox, Salesforce, or similar preferred)
• Strong communication skills, both written and verbal
• Highly organized, detail-oriented, and able to manage multiple priorities simultaneously
• Proactive, self-directed, and comfortable in a fast-paced, small-team environment
• Must be client-service oriented with strong emotional intelligence and professionalism
• Preference for Series 7 and 66/65 or willingness to obtain

Benefits

• Competitive base salary with discretionary annual bonus
• Opportunity to join a growing, multi-generational advisory practice at a pivotal scaling stage
• Direct exposure to senior advisors and high-net-worth client relationships
• Collaborative, team-oriented environment rooted in trust and accountability
• Opportunity to help shape and build internal processes and client experience infrastructure
• Opportunity for professional mentorship
• Long-term growth potential within operations, client service, or marketing support tracks
• Health, dental, vision insurance – 100% Employer Paid
• 401(k) eligibility + Employer Match
• Paid time off