About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, a boutique wealth management firm.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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About the Role

The Client Service Associate supports advisors while also managing the front desk and incoming calls for a confidential client — a boutique, relationship-driven wealth management firm. This hybrid, in-person role is ideal for someone who enjoys hands-on administrative work, client interaction, and growing into the financial planning profession.

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What You’ll Do

Financial planning support

• Gather and enter client data into planning software and CRM systems
• Prepare meeting materials and track follow-up items
• Conduct basic research on planning topics and investment products
• Maintain accurate and compliant client records

Client service & front desk

• Greet clients and visitors with professionalism and warmth
• Answer, prioritize, and route incoming phone calls
• Manage the front desk area and keep the office welcoming and organized
• Schedule appointments and coordinate calendars
• Handle mail, scanning, filing, and general office tasks

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What We’re Looking For

• Bachelor’s degree in finance, business, economics, or related field preferred
• Experience in financial services, client service, or administrative roles is a plus
• Strong verbal and written communication skills and a client-first mindset
• High attention to detail and ability to manage multiple priorities
• Proficiency with Microsoft Office; CRM experience helpful

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Who You Are

• Organized and proactive, with strong follow-through
• Curious and motivated to grow in the financial planning field
• Comfortable working in a small, collaborative team environment
• Professional and friendly when interacting with clients and colleagues

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Compensation & Benefits

• Entry-level starting salary: $50,000 - $55,000 per year
• Eligibility for bonuses after a 90-day probationary period
• On-site role based in Eagle, ID; benefits and additional perks offered by the confidential client (details shared during the interview process)

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Location & Work Type

• On-site (Eagle, ID) — this role requires regular in-person attendance at the Eagle office.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.