Senior Client Associate

Functional/Business Title: Senior Client AssociateAbout this role: Whelan Financial Strategies Group is seeking a Senior Client Associate in Wealth and Investment Management.Submit your CV and any additional required information after you have read this description by clicking on the application button.In this role, you'll provide essential support to Financial Advisors by handling a wide range of client service and operational tasks.This includes assisting clients directly, preparing for meetings, managing account-related inquiries, and executing administrative functions to help grow and maintain client relationships.You'll also coordinate marketing efforts, ensure regulatory compliance, and act as a liaison between the team and referral sources.With your experience and professionalism, you'll be a trusted resource"”anticipating issues, offering guidance, and supporting both clients and colleagues with expert knowledge and care.

Created: 2025-04-28