Client Development Associate

Role overview

This opportunity is for a Client Development Associate in the United States, presented on behalf of a partner organization that will handle applications and all subsequent hiring steps. The position blends client service, relationship management, and sales support in a high-touch wealth management setting. You will help ensure that new clients receive a smooth, polished, and personalized onboarding experience while also supporting revenue growth through prospect engagement, referral relationships, and lead advancement.

The role operates in a collaborative, fast-moving environment where coordination across advisors, regional leaders, and other internal stakeholders is essential. It is a visible position with both client experience and business development responsibilities.

Key accountabilities

• Oversee the onboarding journey for new clients, with an emphasis on accuracy, efficiency, and a positive experience that supports client satisfaction and retention.
• Work in close partnership with advisors and wealth management teams to create seamless transitions and consistent communication at every stage of the client process.
• Assist with prospect outreach, follow up on active opportunities, and help move leads through the sales pipeline.
• Join prospect meetings when needed and manage post-meeting follow-up to maintain momentum and responsiveness.
• Keep prospecting processes organized, including questionnaires, supporting documents, and communication threads with internal teams.
• Develop and maintain relationships with channel partners and referral sources to support ongoing business growth.
• Contribute to event planning, reporting, and special initiatives alongside regional leadership.
• Act as a polished representative of the organization in both client-facing and partner-facing interactions.

Requirements

• A bachelor’s degree is preferred, though equivalent relevant experience may also be considered.
• Background in financial services, wealth management, sales coordination, or another client-facing administrative role.
• Working knowledge of client onboarding, relationship management, or sales support processes.
• Strong verbal and written communication skills, with the confidence to interact with senior-level professionals.
• Excellent organization and attention to detail, along with the ability to manage several workflows at once.
• Comfort working collaboratively within cross-functional teams.
• Proactive, self-driven approach to problem-solving and anticipating client needs.
• Series 65 or Series 7/66 licensing is preferred, or a willingness to obtain it within 6 months.
• Ability and willingness to travel occasionally for partner engagement and client-related activities.

Benefits and compensation

• Competitive base salary plus additional incentive-based compensation.
• Base pay range of USD 68,000 to USD 80,000.
• Medical, dental, and vision coverage.
• Health Savings Account contributions for eligible plans.
• Life insurance and disability coverage, fully or partially paid by the employer.
• Paid parental leave and family support programs.
• 401(k) plan with employer matching.
• Paid time off, holidays, and scheduled company breaks.
• Employee assistance and wellness programs.
• Support resources for adoption, dependent care, and family needs.
• Access to financial planning services and employee advisory support.
• Pet insurance and optional voluntary benefits.
• Flexible, collaborative workplace with occasional travel expectations.

Application and privacy information

This listing is managed through a partner company that oversees applications and the next stages of the hiring process. Selection, interviews, and assessments are handled by that company’s internal team after the initial screening process.

By applying, candidates acknowledge that personal data may be processed to assess candidacy and shared with the hiring employer under applicable data protection laws, including GDPR where relevant. Applicants may exercise privacy rights such as access, correction, deletion, and objection. Automated tools may assist with parts of the recruitment workflow, but final hiring decisions are made by humans.