Clearstead · 13 hours ago
Client Service Associate
Portland,ME,US
Full-time
Hybrid
Entry, Mid Level
2+ years expClearstead is a Trust company that provides fiduciary oversight, investment management advice, and trust services. The Client Service Associate serves as a primary contact for clients, supporting Financial Advisors and ensuring smooth operational and administrative activities.
AdviceFinancial ServicesWealth Management
Responsibilities
Serve as a point of contact between clients and Financial Advisors by proactively managing client inquiries and service requests
Build strong, trusting relationships with clients through timely communication, follow-up, and service excellence
Maintain a deep understanding of client needs, ensuring a personalized and positive client experience
Partner closely with other departments including Compliance, Operations, Tax, Financial Planning and Finance to ensure smooth execution of client requests and adherence to firm-wide processes
Facilitate investment account transactions at custodians (primarily Fidelity and Schwab), including:
Opening and closing accounts
Transferring assets
Money movement (wires, ACH, journals)
Charitable gifting
Trust distributions
General account maintenance and documentation
Work directly with Fidelity, Schwab, and other service teams to troubleshoot issues, resolve escalations, expedite high-priority items, and navigate complex or non-standard transactions
Ensure all forms, paperwork, and digital workflows are completed accurately and processed in accordance with compliance, regulatory, and custodial requirements
Assist in the administration of alternative investments by monitoring and coordinating capital calls, distributions, and related documentation
Maintain accurate records and ensure timely communication with clients and internal teams regarding alternative investment activity
Manage all logistics for client meetings, including scheduling, coordinating with Financial Advisors, preparing agendas, and confirming details with clients
Assist in the preparation, assembly, and finalization of all client meeting materials, ensuring accuracy, completeness, and professional presentation
Update CRM records and client files with meeting notes, follow-up tasks, and service outcomes
Support overall office organization and operational efficiency
Develop a strong understanding of firm technology platforms, tools, and systems to effectively complete work in a fully or primarily paperless environment
Actively contributes to internal process improvements and best practices for enhancing workflow efficiency and client service delivery
Perform additional duties and projects as assigned to support team and firm-wide initiatives
Completes other duties as assigned
Qualification
Required
Bachelor's degree preferred or equivalent relevant experience
2–5 years of experience in financial services, wealth management, or client service roles preferred
Client-first mindset with a commitment to service excellence
Strong knowledge of investment accounts, custodial processes, and financial terminology (experience with Fidelity and Schwab is a plus)
Excellent organizational skills, attention to detail, and ability to manage multiple priorities
Ability to display a high level of accountability and discretion
Problem-solving and critical-thinking abilities
Strong communication and relationship-building skills
Ability to work both independently and collaboratively in a fast-paced, client-centric environment
Proficiency with CRM systems and Microsoft Office Suite; willingness to learn new technologies
Commitment to company values
Benefits
401(k) Savings plan with company contributions
Health, Dental, Vision, and Long-term disability insurances
Generous paid time off program
Company
Clearstead
Clearstead is a wealth management firm that offers investment consulting and financial solutions.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$7.3M2022-08-15Series Unknown· $7.3M
2021-10-08Acquired
Leadership Team
David C. Fulton
Chairman Emeritus
Recent News
2025-11-04
2025-03-14
Company data provided by crunchbase