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Part-Time Client Associate (Wealth Management)
About the position
NewSpring Wealth Partners is seeking a highly organized, proactive, and client-centric Part-Time Client Associate to support their growing practice. This role is ideal for someone who thrives in a collaborative and flexible environment, values professionalism and responsiveness, and enjoys being an integral part of delivering an exceptional client experience. This opportunity is intentionally designed with flexibility in mind. They are open to candidates seeking a part-time schedule, reduced full-time hours, or a flexible structure that may evolve over time based on business needs and mutual fit. Whether you are an experienced Client Associate looking for greater work-life balance, returning to the workforce, or seeking a more personalized team culture, they would love to connect.
Responsibilities
- Support client onboarding processes, including account opening, custodial paperwork, and coordination with Schwab to ensure a smooth and timely experience
- Handle ongoing account maintenance requests, including transfers, distributions, beneficiary updates, and other service-related changes with accuracy and attention to detail
- Coordinate and confirm client money movements promptly and securely while adhering to firm procedures and compliance standards
- Serve as a key point of contact for clients, managing inbound and outbound communication with professionalism, warmth, responsiveness, and confidence
- Communicate with clients clearly and thoughtfully in writing, including follow-up correspondence, meeting recaps, service updates, and requests for information
- Prepare materials and documentation for client review meetings, including account summaries, financial data, and tracking of outstanding action items
- Maintain accurate and organized client records within Wealthbox CRM, ensuring all interactions and updates are documented appropriately
- Assist with compliance-related documentation, operational workflows, and internal administrative processes to support the broader advisory team
- Collaborate closely with advisors and team members to help deliver a high-touch, white-glove client experience across all stages of the relationship
Requirements
- Four or more years of client service experience in wealth management or financial services is preferred.
- Strong grasp of account types and structures (individual, joint, IRA, trust, and similar)
- Experience with account opening, onboarding, and KYC processes
- Understanding of risk tolerance frameworks and money movement workflows
- Confident, professional phone communication with clients
- Polished written communication: the ability to draft a client email or meeting recap that is clear, warm, and accurate on the first pass
- Organized, proactive, and client-first mindset
- Takes ownership, communicates without being prompted, and takes pride in getting the details right.
Nice-to-haves
- Custodial platform experience (Schwab, Fidelity, or equivalent) is a plus, not a requirement.
- Wirehouse and broker-dealer backgrounds translate well.
- A Series 65 or 66 is a plus but not required.
Benefits
- Medical, dental, and vision insurance for employees working 30 or more hours per week
- Group life and group disability insurance for employees working 30 or more hours per week
- 401(k) with 3% safe harbor contribution, available to all employees regardless of hours worked
- Prorated paid time off
