Report on Client Services Associate - Sacramento, CA

Client Services Associate - Sacramento, CA


Wurm & Frye Wealth Management is seeking an energetic and detail oriented Client Service Associate (CSA). This position will be an integral part of an established, reputable and still growing boutique wealth Management firm located in Roseville, California.

With daily interaction and direct support to the firm’s Financial Advisers, the CSA’s knowledge paired with extraordinary client service skills will be essential to the on-going growth and success of Wurm & Frye Wealth Management. If you find gratification in serving and caring for other people,possess a welcoming personality and are in search of a career that is empowering, where you will make an impact every day, we want to hear from you!

Desired Qualifications:
·Bachelor’s degree; completed college coursework in conjunction with work experience will also be considered
·FINRA Series 7, preferred or willingness to obtain
·Securities industry experience; knowledge of Smart Station is ideal
·Excellent interpersonal skills; genuine interest in exceeding client expectations
·Proven organizational and prioritizing abilities

Desired Traits:
·Detail oriented and demonstrates a commitment to accuracy, confidentiality, and delivers high quality work consistently
·Possess a genuine interest in serving and caring for clients; energetic, eager to learn, displays a positive attitude through all client interactions
·Excellent oral, written and interpersonal communication skills; well-spoken both on the phone and in person; proven written skills; projects a courteous,friendly, and professional demeanor
·Adapts willingly to changes in the work environment, manages competing demands and multiple interruptions with great multi-tasking skills
·Outstanding planning and organizational skills, efficient at multi-tasking,effective follow-up and deadline focused
·Self-motivated with the ability to work independently and in collaboration with the firm’s leadership, team and peers; dependable; trustworthy and dedicated

Benefit Highlights:
·Competitive compensation and benefits package
· Paid time off (PTO) and paid holidays
· Safe Harbor 401(k) with employer match
·Family-orientated firm; high standards for excellence

Qualified and success-driven candidates who wish to be considered for the Senior Client Service Associate position are encouraged to submit their current resume. Questions regarding the position may be directed to Andrew via (515) 850-1219

Job Type: Full-time

Job Type: Full-time


  • relevant: 1 year (Preferred)

57 minutes ago
Experience Requirements: 
Not requirements
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