SPIREPOINT PRIVATE CLIENT

Private Client Associate

Location: Palm Beach Gardens, FL (occasional travel to Vero Beach, FL)

Employment Type: Full-Time

Industry: Wealth Management / Financial Services

Build Meaningful Client Relationships. Drive Exceptional Service.

Are you a detail-oriented professional who enjoys creating outstanding client experiences? Do you thrive in a fast-paced environment where organization, communication, and relationship-building are valued? If so, we'd love to meet you.

SpirePoint Private Client is seeking a Private Client Associate to serve as a trusted resource for clients and a key operational partner to our financial advisors. In this role, you'll help ensure a seamless client experience by managing account-related requests, coordinating advisor support activities, and maintaining high standards of service and accuracy.

This is an excellent opportunity for someone who enjoys working directly with clients while playing a critical role behind the scenes to support a growing wealth management practice. This position will work onsite at either our Vero Beach office, or our Palm Beach office.

What You'll Do

As the primary point of contact for client service requests and account-related inquiries, you will:

·        Process account transactions, including transfers, distributions, and contributions.

·        Open and maintain client accounts, ensuring documentation is collected and completed.

·        Prepare paperwork, facilitate e-signature workflows, and assist clients with digital tools.

·        Maintain accurate client information, activity records, and service requests.

·        Support onboarding, account maintenance, estate transitions, and account closure processes.

·        Prepare client meeting materials, reports, and presentation packages.

·        Manage advisor schedules and coordinate travel arrangements and expense reporting.

·        Assist with client appreciation events, communications, and marketing-related activities.

About SpirePoint Private Client

SpirePoint Private Client is a wealth management firm built around personal, high-touch service. Our team works closely with each client and family to manage their financial lives with care, discretion and consistency. Every role at SpirePoint exists to make this experience seamless.

Why Join Us?

• Work closely with experienced advisors and industry professionals = opportunities for professional growth and development.
• Be part of a collaborative, client-focused culture.
• Competitive compensation and benefits package.

Must-Haves

·        2+ years’ experience in wealth management, financial services or client services

·        Working knowledge of financial products, including equities, bonds, mutual funds, ETFs, annuities, insurance and managed accounts

·        Highly detail-oriented, with strong organizational and prioritization skills

·        Excellent written, interpersonal and client service skills

·        Discretion and sound judgment in handling confidential client information

·        Strong time management and the ability to multitask in a fast-paced, evolving environment

·        Collaborative team player who is self-motivated and results-driven

·        Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)

·        High School diploma or equivalent

Nice-To-Haves

·        Experience with Schwab, Fidelity or Goldman Sachs custodial platforms

·        CRM experience (Salesforce is ideal)

·        Bachelor’s degree in business, finance or other relevant fields of study

SpirePoint Private Client is proud to be an Equal Opportunity Employer. All applicants will receive consideration for employment, as SpirePoint does not discriminate against an individual because of their race, color, religion, gender, sex (including same sex, gender identity, and sexual orientation), pregnancy, parental status, marital status, national origin or ancestry, age, physical or mental disability, sickle cell trait, genetic information and testing (including family medical history), AIDS/HIV status, source of income, political affiliation, military service, other non-merit based factor, or any other characteristic protected under applicable federal, state or local law.

SpirePoint is committed to providing equal opportunity and reasonable accommodation for people with disabilities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please email [email protected].