At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community. We do so by taking a concierge approach to working with our clients, helping to form lifelong and intimate relationships.

As we grow, we are seeking a Client Service Associate to support our Financial Advisors, clients, and overall branch operations. The ideal candidate has strong administrative, organization, and customer service skills.

When you become a part of the Blunt Wealth Services family, you will have a highly collaborative, positive, and trusted team by your side!

**Essential Duties and Responsibilities**

+ Services daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients

+ Works both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office

+ Opens new client accounts, pro...