Senior Client Associate - Wealth Management
About The Position
Questar Capital is a client-focused wealth management firm dedicated to delivering personalized financial planning and investment solutions. The team partners closely with high-net-worth individuals and families to provide thoughtful, proactive guidance across all aspects of their financial lives. As the firm continues to grow this role will play a critical part in supporting both the client experience and the advisory team. Position Overview - We are seeking a Senior Client Associate to join our team in a highly visible, relationship-driven role. This individual will support day-to-day client service operations, ensuring a seamless and high-touch client experience. This position is ideal for someone who thrives in a fast-paced, client-centric environment and is comfortable working independently while taking ownership of key responsibilities.
Requirements
- 3+ years of experience in financial services
- Active Series 7 license
- Series 63, 65, or 66 license
- Ability to work independently with minimal oversight
- Strong organizational skills and attention to detail
Nice To Haves
- Experience working with high-net-worth clients ($1M+ net worth)
- Familiarity with Schwab or independent advisory platforms
- A proactive, self-starter who takes ownership of their work
- Strong interpersonal skills with a natural ability to build trust with clients
- Someone who is detail-oriented yet able to see the bigger picture
- A team player who thrives in a collaborative, high-performing environment
Responsibilities
- Serve as a primary point of contact for client inquiries and ongoing service needs
- Build and maintain relationships with high-net-worth clients and next-generation family members
- Proactively engage clients through outreach, follow-ups, and ongoing communication
- Support portfolio reviews and client meeting preparation
- Help onboard new clients and ensure a smooth transition into the firm
- Manage RMD notifications and distribution tracking
- Coordinate year-end client reminders and tax-related communications
- Assist with 1099 follow-ups during tax season
- Support the lead advisor with ongoing operational and administrative tasks
Benefits
- Health insurance
- 401(k) with employer match
- Profit sharing
- Paid time off
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
