Client Services Associate
July 2025
Are you a proven detail oriented administrative professional with strong organizational skills? Do you enjoy the fast-paced environment of wealth management and financial services?
M&S Wealth Management is seeking a driven and flexible administrative professional who is looking to use their excellent service and support skills in a fast-growing team. This role reports directly to the Managing Director as well as assisting other team members in helping to provide high quality service to clients.
The ideal candidate will be on-site 5 days a week and focus on client needs and support, have excellent follow-up and attention to detail, have outstanding customer service, and have experience working with high-net-worth clients. If you have experience in financial services in an administrative capacity as well as the desire to work in a role where you can be challenged as well as gain new experience and a more vibrant skills set, this could be a great opportunity.
Wealth Management Advisor
Are you an experienced client advisor experienced in an RIA environment in search of a firm with outstanding career development? Do you have a passion for investments and helping others reach their financial goals through strategic wealth management? Our growing wealth management practice presents a fantastic opportunity for hungry wealth advisors with exceptional follow-through and a passion for client service. From day one, you can make an impact and contribute to the department’s continued success!
