02/20/2026
✨ We’re Hiring: Client Service Associate at Well Lived Wealth ✨
At Well Lived Wealth, we help people breathe—financially, emotionally, and strategically. Our clients trust us during some of life’s most meaningful transitions, and we take that responsibility seriously.
We’re looking for a proactive, detail-obsessed Client Service Associate who thrives in a fast-paced, client-centered environment and takes pride in delivering true white glove service.
If you combine operational excellence with emotional intelligence, and you want to be part of a high-performing, collaborative team—this might be your next home.
Why You’ll Love Being Here:
💼 Partner with high networth clients navigating major life transitions
🤝 Join a tightknit, growth-oriented team that values excellence
🌱 Grow within a respected, expanding boutique wealth firm
⭐ Play a critical role in shaping an exceptional client experience net worth clients navigating major life transitions knit, growth-oriented team that values excellence
What You’ll Do:
You’ll be the operational backbone of our team—leading client onboarding, managing account openings and transfers, supporting money movement, preparing meeting materials, maintaining CRM accuracy, and ensuring every touchpoint is seamless and compliant.
You’ll also be a trusted point of contact for clients, providing responsive service with empathy, professionalism, and discretion.
What Makes You a Great Fit:
✨ Exceptionally organized with flawless followthrough
🗣 Strong communicator who builds trust naturally
🧠 High EQ, low ego
📈 Thrives on constant improvement
🧩 Resourceful, solutions oriented, and able to juggle multiple priorities
💡 Proud of producing polished, professional work through oriented, and able to juggle multiple priorities
If “we do it right, and we do it well” sounds like your personal motto—you’ll thrive here.
Qualifications:
🎓 Bachelor’s degree required
💼 Financial services experience is a plus
🤝 Comfortable working with affluent clients and professional partners
🖥 Strong Microsoft Office skills; CRM familiarity helpful
Compensation & Benefits:
💰 Competitive compensation based on experience
🎯 Bonus potential
📈 Matching SIMPLE IRA
🩺 Health & Vision benefits
If you're ready to make a meaningful impact and grow with a firm that values excellence, authenticity, and heart—we’d love to meet you.
📩 Apply Now: [email protected]
📍 Equal Opportunity Employer • M/F/D/V • PPG- 8758857.1(2/26)(Exp.2/30)
