Client Service Associate

About Earned Wealth

Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.

What sets Earned apart is our strategic growth model. We have secured $200M to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals.

Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond.

Join us as we build the future of financial services for doctors—faster, smarter, and at scale.

Job Summary

We are looking for a dynamic Client Service Associate (CSA) to join Earned. This is a unique opportunity to utilize state-of-the-art technology and by working with and supporting experienced Wealth Advisors and specialists serving the financial needs of doctors and their practices. 

The CSA will be a key player in ensuring smooth operational processes and delivering unparalleled service to our clients. This multifaceted role encompasses a range of responsibilities, combining administrative support with client-focused interactions to contribute to the overall success of our wealth management services.

The ideal candidate will desire to work in a team-oriented, tech-forward, comprehensive wealth management practice; will have involvement in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience in developing a career in fast-paced, innovative wealth management business that is disrupting incumbents. The ideal candidate will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. This role reports to our Director of Client Services.

Key Responsibilities:

The CSA role is critical for the Company and our clients.  

• Assume end-to-end ownership of account opening, cashiering, and ongoing client service requests, assisting the Wealth Advisor, Operations, Insurance, and Retirement Plan Services teams to create exceptional client experiences

• Providing rollover support, including overseeing required documentation and guiding clients through the process of rolling over retirement funds

• Serve as a point of contact for clients, addressing inquiries, providing updates on account status, and fostering strong relationships

• Provide ongoing maintenance of client accounts and records, including assisting with money movement, transfers, and informational changes

• Proactively identify and resolve client issues, collaborating with internal and external teams to ensure timely and satisfactory resolutions

• Address administrative and operational challenges to maintain seamless client interactions

• Process account-related documentation, including preparation and follow up

• Assist in trading held away accounts, ensuring accurate and timely processing of investment transactions, and help track the trading status of accounts with our outsourced trading partners

• Work closely with multiple Wealth Advisors on various tasks including preparing relevant reports and documentation for meetings

• Prepare and distribute regular communication to clients, including performance reports, market updates, and other relevant information 

Key Requirements: 

• Previous experience in client service and/or wealth management operations, preferably within a registered investment advisory firm 

• Willingness to be available when clients are with normal business hours Monday - Friday with occasional evenings (if needed)

• Demonstrated analytical and problem-solving skills

• Strong work ethic, detail-oriented with the ability to prioritize and organize workflow

• Self-starter, productive, works well with a team and independently

• Excellent written and verbal communication skills

• Knowledge of CRM (e.g, Salesforce), Orion, Fidelity WealthScape, and Schwab a plus

Key Attributes 

• You put our client first: You demonstrate a commitment to understanding and meeting client needs and have the ability to actively listen and provide tailored financial solutions

• You are collaborative: You have an innate willingness to share knowledge, ideas, and resources for the benefit of the team and clients

• You commit to excellence: You dedicate to delivering exceptional service and exceeding client expectations

• You embracing diversity: You have the openness to different perspectives and ideas to foster innovation both for the team and for the clients

• You hold yourself accountable: You demonstrate integrity, honesty, and ethical behavior in all professional interactions with our clients

Benefits

• An attractive total compensation package

• Employer-sponsored health insurance (medical, dental, vision)

• 401k + 5% match