At Warner Wealth, growth has always been about more than numbers. It's about creating meaningful relationships, delivering exceptional client experiences, and building a team that shares our commitment to helping individuals and families navigate life's most important financial decisions.
As our firm continues to expand, we're excited to announce that we are hiring a Client Service Associate (CSA) to join our team.
A Critical Role in the Client Experience
At Warner Wealth, we believe that every interaction matters.
From the first phone call to ongoing account support, our clients deserve a seamless, personalized experience. Client Service Associates play an essential role in making that happen by serving as trusted resources for clients and supporting advisors behind the scenes.
This position is ideal for someone who enjoys helping people, thrives in a fast-paced environment, and takes pride in delivering exceptional service with professionalism and attention to detail.
What Does a Client Service Associate Do?
Client Service Associates are at the center of our client experience. They assist with account administration, client communications, meeting preparation, documentation, and operational support that helps ensure everything runs smoothly.
They work closely with advisors, portfolio managers, and operations professionals to support client relationships and provide responsive service every step of the way.
Most importantly, they help ensure that every client feels valued, heard, and cared for.
Why Join Warner Wealth?
Warner Wealth has grown into one of New England's leading independent wealth management firms by staying focused on what matters most: our clients and our people.
Our team is collaborative, driven, and committed to continuous improvement. We take pride in fostering an environment where employees can grow professionally, contribute meaningful ideas, and make a real impact on the lives of the families we serve.
As we continue to expand our footprint and enhance our services, we're looking for individuals who share our values of integrity, service, professionalism, and care.
Who We're Looking For
The ideal candidate is:
- Detail-oriented and highly organized
- A strong communicator with a client-first mindset
- Comfortable managing multiple priorities
- Professional, proactive, and dependable
- Interested in building a long-term career in wealth management and financial services
Previous experience in financial services, wealth management, banking, or client support is welcomed, but equally important is a passion for helping others and delivering outstanding service.
Join Our Team
This is an exciting opportunity to become part of a growing organization that values relationships, teamwork, and making a difference.
If you're looking for a career where your work directly impacts the client experience and contributes to a dynamic, growing firm, we'd love to hear from you.
To learn more about the Client Service Associate position or to apply, please contact Ryan Duques at ryan.duques@warnerwm.com.
We look forward to meeting the next great addition to the Warner Wealth team.