Client Service Associate - Lexington, KY

Advisor Talent Solutions • Lexington, KY

2d • Onsite

About The Position

This role supports a growing private wealth practice that serves high-net-worth individuals, including athlete clients, with a strong emphasis on responsiveness, accuracy, and white-glove service. The right person will help keep client service operations moving, manage a meaningful volume of financial transactions, and bring structure to important back-office workflows. It is a strong fit for someone with an accounting, bookkeeping, or administrative operations background who wants to grow in a sophisticated client-service environment.

Requirements

• Bachelor's degree required; accounting, finance, or a related discipline is preferred.
• Strong attention to detail and the ability to manage multiple priorities without losing accuracy.
• Experience in accounting, bookkeeping, office administration, or a similarly detail-oriented support role is highly valued.
• Strong communication skills and the judgment to handle confidential financial information with discretion.
• Comfort working in CRM, database, and financial planning systems; experience with industry tools is a plus.
• A proactive mindset, strong organizational habits, and a genuine desire to grow within a team-oriented environment.

Responsibilities

• Support day-to-day client service operations with a high level of professionalism, accuracy, and follow-through.
• Manage and track frequent money movement requests, helping ensure transactions are completed correctly and on time.
• Prepare and maintain monthly expense reporting and assist with client bill pay processes.
• Work closely with advisors and internal team members to support onboarding, billing, compliance, and service workflows.
• Take ownership of client transactions from initiation through reconciliation and help improve tracking systems where needed.
• Provide dependable team support and step in to help maintain continuity during busy periods or teammate absences.
• Contribute ideas that improve efficiency, organization, and overall client experience.

Benefits

• You will be part of a collaborative, high-performance team where your work directly supports both client satisfaction and operational excellence.
• The role offers meaningful exposure to private wealth operations and the opportunity to build a long-term path in a growing environment.
• Your ability to bring order, accuracy, and client care to the role will be noticed and valued.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level