Client Services Associate

Client Services Associate

A well-established and growing financial services firm is seeking a Client Services Associate to provide operational, administrative, and client support to a busy advisory practice. This is an excellent opportunity for a motivated professional who enjoys working directly with clients, thrives in a fast-paced environment, and has an interest in personal finance, wealth management, or financial planning.

Responsibilities

• Support client onboarding and account-opening processes

• Coordinate client paperwork, documentation, and account maintenance

• Manage CRM records and maintain accurate client information

• Track and follow up on insurance underwriting and application requirements

• Schedule client meetings and manage advisor calendars

• Communicate with clients by phone and email regarding account needs and service requests

• Assist with data entry and preparation within financial planning software

• Document and improve internal workflows and procedures

• Provide general operational support to ensure a high-quality client experience

Qualifications

• 2+ years of experience in client service, administrative support, financial services, banking, insurance, or a related field

• Strong organizational skills and attention to detail

• Excellent written and verbal communication skills

• Comfortable learning technology platforms and business systems

• Ability to manage multiple priorities and work independently

• Interest in financial planning, wealth management, or investments

• Bachelor's degree preferred but not required

Preferred

• Experience working in a financial advisory, insurance, banking, or wealth management environment

• Familiarity with CRM systems

• Health & Life, Series 7, or Series 66 licenses are a plus, but not required

Why Consider This Opportunity?

• Stable and growing advisory practice

• Exposure to wealth management and financial planning

• Direct mentorship from an experienced advisor

• Bonus opportunity

• Long-term career growth with potential advancement into paraplanning, financial planning, or advisory responsibilities