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The role involves supporting advisors by providing investment analysis, wealth transfer planning, and family office administration for sophisticated clients. Key duties include managing client relationships, monitoring portfolio allocations, and coordinating with external professional advisors.
Candidates must have a bachelor's degree in a finance-related field and at least 3 years of experience in wealth management or public accounting. A CPA or CFA designation is strongly preferred.
At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving their long-term goals. Our culture is rooted in respect, collaboration, and accountability, with a strong emphasis on curiosity and continuous improvement. Team members are encouraged to take initiative, grow professionally, and contribute meaningfully to both client outcomes and firm success.
We are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will play a key role in supporting advisors and serving sophisticated clients by providing investment analysis, wealth transfer planning support, family office administration, and day-to-day client service. The ideal candidate is intellectually curious, proactive, highly organized, and committed to delivering an exceptional client experience.
Success in this role requires excellent written and verbal communication skills, the ability to manage multiple priorities in a fast-paced environment, and a genuine interest in understanding each client's unique financial objectives. Candidates should be comfortable collaborating with both clients and professional advisors while maintaining the highest level of professionalism and confidentiality.
This is a hybrid position - 3 days in office/ 2 remote.
CPA and/or CFA designation strongly preferred (or active progress toward certification).
Client Service & Relationship Support
Investment Analysis & Portfolio Management
Wealth Transfer & Estate Planning Support
Risk Management
Family Office Operations
Qualifications
Base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
The firm will also consider support for further education and/or industry designations. Our culture rewards personal growth opportunities from strong performance.
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Prairie Capital is part of the Focus Financial Partners’ network firm community. As part of the partnership, Prairie Capital remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.
Bridging you to the network-driven world.
The Network Firm is a full-service, registered certified public accounting and consulting firm. We are the largest US CPA firm 100% focused on serving the cryptocurrency and digital asset industry. We serve clients globally, with clients spanning 5 continents. We have a deep expertise in the field, and have been recognized as a leader for our work in progressing standards and methodologies for Proof of Reserves, aimed to enhance transparency for the space. Notable Accomplishments by our team include: - Executing the 1st-ever Merkle Tree Proof of Reserve engagement by a CPA Firm (2020) - Reporting the 1st off-chain data on-chain via oracle networks by a CPA Firm (2022) - Launching the 1st real-time attestation system for stablecoins and asset-backed tokens (2019) - Co-authoring the Chamber of Digital Commerce’s Proof of Reserves Practitioner’s Guide (2020) - Contributing as an SME for Texas’ landmark Proof of Reserves legislation (2023) - Contributing to the AICPA’s Stablecoin Attestation working group (2021-2024) The Network Firm was also recognized by Accounting Today, the accounting industry's leading publication, as one of the Top Firms for Technology for 2025. We believe blockchains are the greatest innovation in accounting since double-entry, that all assets will be digital assets, and that CPAs are uniquely positioned to leverage our expertise in creating a transparent, “on-chain,” and free future for all. Visit us at TheNetworkFirm.com.
Offices: Miami, FL, US
