Wealth Management Client Service Associate

Soteris Private Wealth is seeking an experienced Client Service Associate to provide high-quality client service and operational support for a growing independent wealth management advisory team. This role involves managing day-to-day client needs, account activity, service requests, and operational workflows while partnering with advisors to ensure accurate and efficient handling of client requests. The position is ideal for someone with prior wealth management or financial services experience who is ready to take ownership within a boutique, high-touch advisory practice.