Client Associate POST NUMBER: 455901
On-site | Wealth Management | CPA Preferred
Our client is looking for a Client Associate to ensure the protection of client assets through accurate execution, high-quality service, and operational support across teams. The individual will be instrumental in managing client relationships, overseeing account operations, and driving workflow improvements. The ideal candidate is detail-oriented, adaptable, and capable of balancing tactical execution with broader process enhancement initiatives.
- Serve as the primary contact for client operations, including account setup, asset transfers, documentation, and general inquiries
- Prepare, review, and deliver client reports and billing with precision and compliance
- Support portfolio managers with onboarding, communications, and documentation workflows
- Assist with financial modeling, research, and meeting preparation
- Coordinate trade execution and liaise with custodians for account and cash management
- Maintain client data in CRM systems and ensure audit-readiness
- Contribute to regulatory reporting, including SEC filings and performance data requests
- Provide backup support for administrative tasks such as mail, scheduling, and supply management
- Participate in process improvement initiatives
- Bachelor’s degree in Accounting, Finance, or related field
- CPA strongly preferred
- Minimum 5 years of relevant experience, ideally in public accounting or client service
- Experience in investment advisory, wealth management, or financial services is a plus
- Advanced Excel skills and familiarity with financial/accounting software
- Strong attention to detail and communication skills
- Ability to manage deadlines and prioritize tasks in a high-accountability environment
- Team-oriented with a proactive mindset and willingness to support across functions
- Comfortable handling both strategic and administrative responsibilities
- Committed to ethical standards and client confidentiality
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.