Job Details

Basic Description: 

• Full-time
• Workplace Location: On-Site
• On-Site Location: 2884 N. Monroe St, Decatur, IL 62526
• Compensation: $35,000-45,000
  • Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.

The Financial Client Associate plays a critical support role within our high-performing wealth management team. This individual will be responsible for executing a broad range of administrative, operational, and client service tasks to ensure seamless day-to-day functioning of the practice. The ideal candidate is professional, detail-oriented, and adaptable, with a positive attitude and a strong desire to contribute to the success of the team. This is a fully in-office role, best suited for someone who thrives in a structured, fast-paced environment and demonstrates a high level of personal accountability.  This position offers a valuable opportunity to gain exposure to all facets of a successful wealth management practice. The Financial Client Associate will work closely with experienced team members and be expected to deliver consistent, white-glove service across all client touchpoints, while maintaining operational precision and internal team reliability. 

The mission of Brunner Wealth Management is to transform our clients’ lives by helping them achieve financial freedom and create multi-generational wealth through personalized, value-based planning and investment selection. Our Core Values are the backbone of our business and guide our hiring process: we are honest, work with integrity, excellence, discipline, transparency, exhibit servant leadership, and are results-oriented. We operate nationally and are growing by the day.

Responsibilities:

The Financial Client Associate will support the wealth management team by delivering consistent, white-glove service across all client touchpoints, while maintaining operational precision and internal team reliability. This individual plays a vital role in ensuring that the practice runs efficiently, every client feels prioritized, and nothing falls through the cracks.

• Client Service and Relationship Management
  • Serve as a front-line liaison for client communications – providing prompt, accurate, and professional responses to inquiries related to statements, transfers, payments, account access, gifting, and more.

  • Prepare appointment materials in advance and execute timely follow-up after meetings, ensuring all client deliverables and action items are tracked and completed.

  • Maintain detailed and up-to-date client records in CRM systems (Salesforce, Workstation, etc.), including life event tracking, contact information, and household structure.
    

  •  Execute high-touch service initiatives such as life-event correspondence, special occasion gifting, and ongoing engagement through marketing emails or campaigns.

• Operations, Compliance & Account Administration
  • Open and maintain accounts with precision, ensuring all documentation is correct, complete, and compliant with firm procedures.
  • Process deposits, account transfers, check requests, and other forms of asset movement in accordance with regulatory standards.
  • Monitor team inboxes and workflows daily; escalating and resolving time-sensitive tasks in coordination with Senior FCAs or Advisors.
  • Complete and submit compliance documentation, follow-up forms, CE tracking, and other required operational paperwork.
  • Track incoming and outgoing checks, file client documentation securely, and manage sensitive information with discretion and confidentiality.
• Practice Management & Internal Support
  •  Manage appointment scheduling, calendar updates, and coordination between internal stakeholders and external clients.
  • Assist in recurring book management tasks such as recurring account reviews, reporting pulls, and data reconciliation.
  • Organize and maintain internal systems for filing, reporting, and administrative support.
  • Perform ongoing practice development work including Affluent Loyalty program support, Marketo email scheduling, sponsorship tracking, and business development outreach.
  • Participate in peerless team maintenance including kitchen upkeep, mail management, and answering/fielding calls — ensuring the office environment reflects the excellence of the brand.
• Project Support & Event Coordination
  • Support event planning, sponsorships, and client appreciation initiatives by managing logistics, invitations, communications, and vendor coordination.
  • Assist with internal projects, including onboarding of new clients or households, special reporting initiatives, and marketing campaigns.
  • Take ownership of recurring responsibilities while remaining adaptable to time-sensitive requests and shifting business priorities. 

Competencies:

To thrive in this role, our ideal candidate is more than just task-oriented – they operate with precision, care deeply about the quality of their work, and consistently elevate the standard of service our clients experience. We are looking for someone who embodies the following competencies:

• Attention to Detail
  • Demonstrates an exceptional level of accuracy across all tasks, from account paperwork to data entry to client correspondence.
  • Cross-checks work proactively to eliminate errors, knowing that precision is non-negotiable in a client-trusted environment.
  • Takes pride in producing clean, complete, and timely deliverables.
• Client-Centric Mindset
  • Operates with a white-glove service approach — anticipating needs, following up proactively, and creating a seamless client experience.
  • Communicates with professionalism, clarity, and warmth in every client interaction, whether written or verbal.
  • Recognizes that every action taken reflects on the overall brand and team standard.
• Operational Excellence
  • Understands and adheres to firm compliance policies and workflow standards. 
  • Efficiently manages multiple systems (e.g., Salesforce, Microsoft Office, etc.) and adapts quickly to procedural changes. 
  • Maintains a strong internal process for tracking open items and recurring workflows. 
• Accountability & Ownership
  • Owns outcomes. Doesn’t wait to be asked or reminded — they see what needs to be done and handle it.
  • Communicates openly about status updates, timelines, and potential roadblocks.
  • Follows through consistently and reliably, building trust within the team and with clients.
• Team Collaboration
  • Shows up for the team — engaged, professional, and with a solutions-oriented mindset.
  • Willingly supports others with a can-do attitude, knowing that the success of the team reflects on everyone.
  • Brings a positive energy to the office, contributing to a culture of trust, performance, and mutual respect.
• Commitment to Growth
  • Actively seeks feedback and applies it without defensiveness — learning is part of the job.
  • Understands the value of process improvement and is open to evolving how things are done in pursuit of excellence. 
  • Is coachable, self-aware, and aligned with the long-term vision of a high-functioning financial practice.
• Professional Presence
  • Maintains composure under pressure and communicates with maturity and clarity at all times.
  • Upholds confidentiality and represents the team with the highest level of integrity.
  • Demonstrates executive-level etiquette — both internally and externally. 

Education & Experience:

Education

• Bachelor’s Degree preferred – ideally in Business Administration, Finance, Communications, or Hospitality Management.
  
  • We strongly value relevant experience, strong judgment, and proven professionalism over formal education. If you’ve built your career through hands-on learning and thrive in fast-paced, client-focused environments, we want to hear from you. 

Experience

• 3-5 years of experience in one or more of the following:
  • Office administration or executive/administrative assistant roles.
  • Client service or hospitality roles in professional services (finance, legal, healthcare, etc.).
  • Event planning or high-end concierge/hospitality coordination.
  • Financial services front line or support roles (working at a wire house, RIA, or bank branch).

Additional Qualifications That Add Value (but are not required)

• Experience working with financial advisors or high-net-worth clients.
• Familiarity with CRM systems like Salesforce or Redtail
• Understanding of compliance protocols in financial services
• Comfort managing projects, gifting, or events independently

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer
• This position will require the team member to be in-office during working hours.

Benefits:

• Health
• Vision
• Dental
• Employer Retirement Plan
• Health Savings Account option

Commitment to Diversity:

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Brunner Wealth Management recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partner.

If this position caught your eye, send us your resume! For best consideration, include the job title and source of where you found this position in the subject line of your email to info@brunnerwm.com. Already a candidate? Please connect directly with your recruiter to discuss this opportunity.