Client Associate

Firm: Ausperity Private Wealth 

Salary Range: $65,000-$85,000 (**commensurate with experience)  

Location:  Moorestown, NJ (On-Site, Monday-Friday)

Type: Full-Time

About Ausperity Private Wealth - Ausperity Private Wealth is a growing, client-focused wealth management firm dedicated to helping individuals and families build, protect, and transition wealth with clarity and confidence. As a fast-growing independent advisory practice, our team operates in a high-touch, fast-paced environment where responsiveness, precision, and trust are essential.

We are building a firm centered on strong relationships, disciplined execution, and a commitment to delivering an exceptional client experience at every stage of the financial journey. As we continue to expand, we are seeking a Client Associate to play a key role in supporting our advisors and ensuring seamless day-to-day client service and operational execution.

This role is fully in-office and designed for someone who thrives in a collaborative, team-oriented environment and is eager to build a long-term career in wealth management.

Position Overview -  We are seeking a Client Associate that will serve as a critical support partner to multiple advisors, helping ensure that all client service, account maintenance, and operational tasks are completed accurately and efficiently. This individual will be deeply involved in the execution of day-to-day client requests while contributing to a smooth, high-quality client experience across the firm.

This is an excellent opportunity for someone early in their career who is looking to develop strong foundational experience in financial services and grow within a high-performing advisory environment.

Key Responsibilities 

• Support multiple financial advisors with day-to-day client service and administrative needs 
• Assist with new account openings, transfers, account maintenance, and money movement requests 
• Prepare, process, and track client paperwork with a high level of accuracy and attention to detail 
• Serve as a responsive point of contact for client service requests and inquiries 
• Maintain and update accurate client records across internal systems and custodial platforms 
• Coordinate with advisors and internal team members to ensure timely completion of client tasks 
• Help ensure a smooth, professional, and high-quality client experience at every touchpoint 
• Assist in organizing workflow priorities to support advisor productivity and efficiency 
• Contribute to improving internal processes and supporting overall team operations

 Qualifications

• Bachelor’s degree preferred (Finance, Business, Economics, or related field a plus) 
• 0–3+ years of experience in financial services, banking, client service, or related professional environment 
• Strong organizational skills with a high level of attention to detail 
• Excellent written and verbal communication skills 
• Strong interpersonal skills with a client-first mindset 
• Ability to manage multiple priorities in a fast-paced, team-driven environment 
• Proactive, dependable, and eager to learn and grow within the industry 
• Licensing (Series 7/66 or similar) is not required but is a plus

 Compensation & Benefits

• Base Salary: $65,000 – $85,000 (commensurate with experience) 
• Competitive benefits package 
• Opportunity for long-term growth within a fast-growing wealth management firm 
• Exposure to all aspects of client service, operations, and advisor support in an RIA environment

 What We’re Looking For

The ideal candidate is someone who is organized, reliable, and proactive, with a strong desire to build a career in wealth management. This individual thrives in a structured but fast-moving environment, enjoys supporting a team behind the scenes, and takes pride in delivering exceptional client service.

Success in this role requires someone who is:

• Detail-oriented and highly accountable 
• Comfortable managing multiple tasks at once 
• Energized by supporting advisors and clients in a high-touch environment 
• Interested in learning the fundamentals of wealth management operations and client service 
• Looking for long-term growth within a professional advisory firm