Client Engagement Associate …

At Balefire, we’re redefining what it means to be a financial advisory firm. We believe the future of wealth management is collaborative, innovative, and deeply personal—and we’re building a team that reflects that vision. With a culture centered on trust, shared success, and bold ideas, Balefire empowers employees to make an impact while growing their careers. We’re united by a mission to serve clients with integrity and purpose, creating solutions that last for generations. If you’re energized by meaningful work, collaborative teams, and continuous learning, Balefire offers a dynamic environment where you can thrive.

Role Overview

As a Client Engagement Associate, you will play an essential role in managing client accounts, enhancing client relationships, and providing outstanding customer service. Collaborating closely with our advisory and operations teams, you will ensure efficient workflows, accurate processing, and superior client interactions, reinforcing Balefire’s commitment to excellence.

Primary Responsibilities

• Serve as a primary point of contact for client inquiries, providing responsive and professional support.
• Process account paperwork, fund transfers, and service requests accurately and efficiently.
• Coordinate workflows between advisors, custodians, and internal teams.
• Monitor and resolve account alerts and service escalations in a timely manner.
• Maintain accurate client records in CRM systems (Practifi/Salesforce).
• Support compliance processes and uphold regulatory standards.
• Contribute to internal projects that improve service quality and operational efficiency.

Qualifications

• 3–5 years of experience in financial services, legal, or consulting environments.
• Exceptional written and verbal communication skills.
• Detail-oriented with excellent organizational and multitasking abilities.
• Proficiency in CRM systems (Salesforce/Practifi preferred).
• Strong problem-solving capabilities and a proactive approach.
• Demonstrated professionalism and a strong commitment to client service.

Compensation & Benefits

Balefire offers a competitive compensation package designed to support your professional and personal well-being. We provide a combination of base salary and performance-based incentives, along with a robust benefits program that includes:

• Medical, dental, and vision coverage
• Retirement savings plan with company contributions
• Health savings and wellness programs
• Flexible time off and holidays
• Opportunities for professional development and continuing education
• A collaborative, people-centered work environment

Specific compensation details will be discussed during the interview process.

Work Schedule

• Monday through Friday, 8:00 AM – 5:00 PM
• In-office position

Join Our Team

If you’re excited to be part of a growing firm where your contributions make a difference, we’d love to hear from you. Bring your talents to Balefire and help us create a better client experience—together.