Client Service Associate

At RISE Capital, we believe great service starts with great people. We’re a growing wealth management firm built on trust, integrity, and a deep commitment to our clients’ success. We’re looking for a dependable, detail-oriented professional who takes pride in helping others and keeping things running smoothly behind the scenes.

This role is ideal for someone who enjoys structure, values teamwork, and wants to be part of a mission-driven firm where their work makes a real difference.

What You’ll Do

• Support clients and advisors with onboarding, account maintenance, and day-to-day service needs.
• Serve as a trusted point of contact for clients—by phone, email, and in person.
• Process and track account paperwork, transfers, and service requests accurately and efficiently.
• Maintain organized client records and ensure compliance with firm and regulatory standards.
• Coordinate scheduling, reporting, and communications to keep the client experience seamless.
• Collaborate closely with advisors and leadership to continually improve systems and service.

What We’re Looking For

• High personal integrity and a strong sense of responsibility.
• Excellent communication and organizational skills.
• A proactive, detail-oriented mindset with a passion for helping others.
• Comfort working in a fast-paced, growing environment.
• Prior financial or administrative experience is helpful but not required.

Why RISE Capital

We’re not just building a firm—we’re building a team that believes in doing things the right way. You’ll find mentorship, a collaborative culture, and the opportunity to grow a meaningful career supporting clients and advisors who care deeply about what they do.

Compensation and benefits will be discussed during the interview process.

If you take pride in your work, enjoy helping others, and want to grow with a purpose-driven team—apply today.