Wealth Client Service Associate

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for an Associate to join their dynamic team.

The Client Service Associate (CSA) is a key member of the client service team, responsible for delivering exceptional support to clients, advisors, and internal partners. The CSA manages a diverse client base, oversees account administration, and ensures the highest standards of accuracy, professionalism, and responsiveness. This role requires strong relationship-building skills, attention to detail, and the ability to handle multiple priorities in a dynamic environment. The CSA acts as a trusted resource, facilitating seamless client experiences and supporting the firm’s commitment to excellence.

The ideal candidate is resourceful, an excellent problem solver and a team player. You are detail oriented with proven organizational skills, able to manage time efficiently, and prioritize tasks. You have proven written and verbal communication skills. You embrace technology and the efficiencies it allows and are a driven self-learner who is always looking to improve processes.

Responsibilities:

• Develop and maintain strong relationships with clients, advisors, and other team members across the firm.
• Full awareness of assigned client base — who they are, any special needs they might have, ongoing tasks for each client relationship, etc.
• Serve as the primary owner of client requests—engaging directly with clients to fully understand needs; coordinating execution across internal and external partners; tracking progress through completion; and proactively communicating status updates and outcomes to all appropriate parties.
• Communicate effectively with advisors and internal teams regarding open tasks, client needs, etc., in order to ensure we are meeting clients’ expectations and delivering exceptional service.
• Serve as the subject matter expert on client account activity. Monitor for issues and escalate accordingly.
• Partner with custodians and internal service teams to resolve operational issues efficiently, ensuring minimal client impact and timely communication throughout resolution.
• Maintain understanding of investment approach and how it intersects with the client process and experience.
• Own the accuracy and completeness of client data in the CRM for the assigned client base.

Qualifications:

• Bachelor's degree
• 4 years of directly related industry experience (preferred); experience in financial planning and/or the securities industry
• Excellent interpersonal and communication skills, with the ability to build rapport with clients.
• Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.
• Robust multi-tasking with ability to work with frequent interruptions required
• Preferred experience with Salesforce, Orion, eMoney, HubSpot and Schwab
• Advanced knowledge of Excel
• Proficiency with Microsoft Office
• Strong written and verbal communication skills
• Numerical accuracy, exceptional attention to detail and time management.
• Strong ethics and integrity, with a commitment to maintaining client confidentiality.

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

What’s in it for you:

• Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.