Job Details

Basic Description: 

• Full-time
• Workplace Location: On-Site
• On-Site Location: 2884 N. Monroe St, Decatur, IL 62526
• Compensation: $35,000+ annually
  • Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.

About Brunner Wealth Management
Brunner Wealth Management is a growing wealth management practice dedicated to helping clients achieve financial freedom and build multi-generational wealth through personalized financial planning and investment guidance.

Our team is guided by our core values of integrity, honesty, excellence, discipline, transparency, servant leadership, and results.

Position Overview
The Financial Client Associate (FCA) serves as a key support partner to our financial advisors and senior staff by managing client service requests, account administration, front-office client interactions, compliance-related tasks, and daily operational activities. This position is ideal for a detail-oriented, client-focused professional who thrives in a fast-paced office environment and enjoys being an integral part of a collaborative team.

This is a fully in-office position that offers exposure to all aspects of a successful wealth management practice.

Key Responsibilities
Client Service
- Serve as a primary point of contact for client requests and account-related inquiries.

- Answer incoming calls and welcome clients, prospects, and business partners with professionalism and warmth.

- Prepare meeting materials and ensure timely follow-up on client action items.
- Maintain accurate client records and CRM data.
- Support client engagement initiatives, correspondence, and gifting programs.

Account Administration & Operations
- Open and maintain client accounts while ensuring accuracy and compliance.
- Process transfers, deposits, distributions, and other account transactions.
- Monitor workflow systems and team inboxes to ensure timely completion of tasks.
- Maintain client documentation and handle sensitive information with discretion.
- Ensure adherence to firm and industry compliance requirements, policies, and procedures.

Practice Support
- Assist with appointment scheduling and client appointment coordination as needed.

- Assist with recurring account reviews, reporting, and data reconciliation.
- Support marketing initiatives, sponsorships, and business development activities.

- Provide operational and administrative support to advisors and team members as needed.

- Contribute to an organized and professional office environment.

Project & Event Support
- Assist with client appreciation events and special projects.
- Support onboarding activities and other operational initiatives as needed.
- Adapt to changing priorities while maintaining ownership of recurring responsibilities.

What We're Looking For
Successful candidates demonstrate:

• Exceptional attention to detail
• Strong client service and communication skills
• Professionalism and discretion
• Accountability and follow-through
• Ability to manage multiple priorities effectively
• Strong organizational and problem-solving abilities
• A collaborative, team-first mindset with a willingness to support teammates when needed
• Commitment to compliance, accuracy, and operational excellence
• Willingness to learn and grow

Education & Experience

Preferred Education

Bachelor's degree in Business, Finance, Communications, Hospitality, or a related field, or equivalent professional experience. Candidates with a proven track record of professionalism, client service, and operational excellence are strongly encouraged to apply.

Experience
3-5 years of experience in one or more of the following:

• Client service or customer-facing roles
• Administrative or executive support
• Financial services operations
• Professional services, healthcare, legal, or hospitality environments
• Event planning or project coordination
  
  Additional Qualifications
  Preferred but not required:
• Financial services experience
• Experience working with advisors or high-net-worth clients
• Familiarity with Salesforce, Redtail, or similar CRM systems
• Understanding of compliance and operational processes
• Experience managing projects, events, or client engagement initiatives

Physical Requirements
- Prolonged periods of sitting and computer work
- Ability to work on-site during business hours

Benefits
- Health Insurance
- Vision Insurance
- Dental Insurance
- Employer Retirement Plan
- Health Savings Account (HSA) Option

Equal Opportunity Employer
Brunner Wealth Management is committed to creating an inclusive workplace and is proud to be an equal opportunity employer. We welcome applicants of all backgrounds and experiences.

Apply
To apply, please send your resume to info@brunnerwm.com and include "Financial Client Associate" and where you found the position in the subject line.