Harbour Wealth Management Group, Inc. · 3 weeks ago
Client Associate-Private Wealth Management
Charleston, SC
Full-time
Onsite
Entry Level
1+ years expHarbour Wealth is a rapidly growing boutique registered investment advisory firm that prioritizes the well-being of its clients and employees. They are seeking a Client Associate who will enhance the client experience by providing personalized service and support, while also assisting with operational tasks and office management.
Financial Services
Hiring Manager
Matt Pardieck
Responsibilities
Serve as a warm, welcoming, and reliable point of contact reflecting Harbour Wealth’s hospitality-driven approach in every interaction
Curate a highly personalized experience for clients by anticipating needs, capturing preferences, and strengthening touchpoints across the relationship
Support a polished onboarding process that introduces clients to the high standards and attentive service that define our firm
Maintain detailed household profiles, personal preferences, important dates, and communication notes to ensure continuity and personalization
Protect all client information with absolute discretion and professionalism
Prepare customized client materials including investment reports, meeting packages, financial summaries, and follow-up notes
Assist with daily investment and account operations through accurate completion of paperwork, digital forms, and custodial processes
Process and track ACAT transfers, beneficiary updates, RMD requests, and other routine account servicing tasks
Monitor custodial workflows to ensure transfers, forms, and service requests are completed correctly and on time
Maintain CRM tasks, notes, digital files, and service pipelines to support timely and accurate follow-through
Support trade requests and money movement activities under advisor supervision while ensuring compliance and documentation standards are met
Schedule, prepare, and coordinate client meetings with exceptional attention to detail and a focus on client comfort and clarity
Assemble meeting materials, summaries, and follow-up communications promptly and professionally
Track action items and support advisors in completing commitments in a timely, organized manner
Monitor principal email activity to identify tasks requiring action, proactively delegate requests, and track follow-through to completion
Assist with scheduling, travel coordination, and personal logistics that support efficient advisor workflows
Coordinate gifting, reservations, event planning, and special personal or client-facing details when needed
Maintain a professional, welcoming environment for clients and guests
Oversee office logistics, supplies, technology coordination, some vendor management, and general operational needs
Support improvements to administrative processes and internal workflows that enhance team effectiveness
Qualification
Required
Bachelor's degree required
Exceptional attention to detail and accuracy, especially when handling financial documents, forms, and client requests
Warm, polished communication style with an emphasis on clarity and professionalism
Ability to learn new systems quickly, including custodial platforms, CRM tools, task-management software, and digital filing systems
Comfortable navigating digital workflows, scanning, uploading, organizing, and managing documents in multiple online systems throughout the day
High level of integrity and discretion when handling sensitive information
Strong organizational and time-management skills, with the ability to prioritize effectively in a fast-paced environment
A proactive, service-oriented approach and a genuine desire to support clients and colleagues
Willingness to obtain the SIE, Series 7, and Series 66 licenses (firm-sponsored)
Preferred
Prior industry experience is helpful but not required. We will train the right person or compensate for experience
Experience in client service, operations, or administrative roles is helpful but not necessary
client associate: 1 year
Ability to Commute: Daniel Island, SC 29492
Ability to Relocate: Daniel Island, SC 29492: Relocate before starting work
Benefits
Licensing sponsorship and study support
Retirement plan participation with match and profit sharing
Flexible/generous paid time off and holidays
Long-term disability
Hanging out with passionate hard-working people always looking to improve
Growth opportunities within a high-touch private-wealth practice
401(k)
401(k) matching
Flexible schedule
Paid time off
Parental leave
Professional development assistance
Retirement plan
Company
Harbour Wealth Management Group, Inc.
HEART | WISDOM | RESOURCES Our team combines the knowledge of a 'rocket scientist,' an MBA, and five professional designations with over 70 years of experience across multiple industries.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase