Client Associate (Wealth Management)

About the role

Client Associate (Wealth Management) Location: Charlotte, North Carolina (In-office, Mon-Fri) Pay Range: $75,000-$100,000 + Discretionary Annual Bonus Eligibility (Base salary is commensurate with experience.) Type: Full-Time, In Person Hiring Firm: YellowWood Wealth Solutions Reporting To: Managing Director Join Our Team at YellowWood Wealth Solutions - YellowWood Wealth Solutions is an independent, fiduciary wealth management firm founded in 2018 after its leaders stepped away from a large Wall Street platform to build a client-first practice rooted in thoughtful planning, personalized advice, and genuine relationships. The team brings more than 60 years of combined experience and emphasizes collaboration, continuous learning, and a culture where each team member has a voice in improving the client experience. Guided by the belief that clients deserve more than a one-size-fits-all path, YellowWood helps individuals and families navigate important financial decisions with care, discipline, and a deep commitment to putting clients' best interests first. Position Overview - YellowWood is seeking a Senior Client Service Associate to provide advanced client service, operational leadership, and advisor support for a high-performing wealth management team. This role serves as a senior resource for clients, advisors, custodians, and internal partners, helping ensure complex service needs, account activity, and client workflows are handled with accuracy, urgency, and professionalism. You will take ownership of high-priority client requests, help manage risk through strong documentation and compliance awareness, and serve as a trusted partner to advisors in delivering a consistent, high-touch client experience. This position is well-suited for an experienced client service professional who is polished, detail-oriented, proactive, and comfortable working in a fast-paced wealth management environment. The ideal candidate does not need to be currently registered but should bring strong financial services experience, sound judgment, a service-first mindset, and the ability to anticipate client and advisor needs. Your Role