Client Services Associate / Office Manager - JPStudinger Wealth Advisors

Compensation: $50,000+ (commensurate with experience)

Employment Type: In PersonFull-Time

Experience Level: Open to candidates at all experience levels

About the Role
Our wealth management firm is seeking a motivated and detail-oriented Client Services Associate / Office Manager to join our team. This dual-role position is the backbone of our daily operations, serving as the first point of contact for our valued clients while ensuring the office runs smoothly and efficiently behind the scenes.
The ideal candidate is a proactive problem-solver who enjoys building meaningful relationships with clients, providing thoughtful personalized service, and has a talent for creating organized systems that help a team perform at its best.

Key Responsibilities

Client Service

•       Serve as the first point of contact for clients by phone, emai...