Reference Number: HRJ7755
Location: Huntsville, Alabama

Judson Group is proud to partner with a leading advisor-owned financial services firm that’s redefining comprehensive wealth management. With over $2.5B in assets under management, this firm delivers an elite client experience and a collaborative team culture.

We’re seeking a Client Service Associate—someone organized, detail-oriented, and client-focused. You thrive in a fast-paced environment, have a service-first mindset, and are ready to make an impact from day one. You bring at least 2 years of financial services experience and a natural ability to build strong relationships. This position reports to the Managing Director.

Why You’ll Love This Role:

• Join a growing, client-centric firm that values integrity, collaboration, and innovation.
• Work alongside top-tier advisors and industry professionals.
• Engage in meaningful client relationships with real impact.
• Enjoy a supportive team environment with professional development opportunities.

What You’ll Be Doing:

• Serve as the primary operational contact for client needs.
• Open and maintain client accounts, move funds, and transfer securities.
• Track and manage service requests, account documentation, and compliance needs.
• Maintain accurate client records and correspondence.
• Support onboarding for new clients and assist with gifting services.
• Prepare meeting materials and assist advisors with administrative tasks.
• Use tools like Outlook, Concur, Salesforce, Box, and custodial systems.
• Participate in internal meetings, training, and firm events.

What We’re Looking For:

• 2 or more years financial services experience.
• Series 7 license preferred.
• Experience in DST Vision and the Charles Schwab platform is a plus.
• Ability to move money, open, and update accounts on the Wealthscape (Required).
• Strong interpersonal skills to maintain relationships with clients and personnel.
• Ability to organize workflow in a fast-paced environment with shifting priorities.
• Able to work independently and is also comfortable with close teamwork.
• Strong Microsoft Office (Outlook, Word, Excel) knowledge required.

Compensation & Benefits:

• Competitive base salary and bonus
• Comprehensive benefits package

Reference Number: HRJ7755
Location: Huntsville, Alabama