Client Services Associate

Company Description

Phillips Wealth Planners, an independent financial planning firm with over 40 years of service in Starkville, seeks a valued member of our team. Our people *are* our business; therefore, you will use your positive, collaborative personality to provide an interface with our clients and our team. The workload is consistent with defined processes and procedures. Quality is our trademark. This position will give you the opportunity to develop and enhance your skills and expertise.

Role Description

The Client Services Associate is a full-time, on-site role based in Starkville, MS. This position supports financial advisors by managing day-to-day client interactions, responding to inquiries, and ensuring a smooth client experience. Responsibilities include handling phone and email communications, scheduling appointments, preparing and processing account forms, and updating client records in firm systems. The role also involves coordinating follow-ups, assisting with client onboarding, and helping resolve routine service issues in collaboration with advisors and operations staff. The Client Services Associate is expected to maintain a high standard of accuracy, confidentiality, and professionalism while working with sensitive financial information.

Qualifications

• Candidates should possess strong Client Services and Customer Service skills, with a focus on building positive, long-term relationships.
• Candidates should possess effective Communication skills, including clear written and verbal communication with clients and colleagues.
• Candidates should possess solid Customer Support capabilities, including responsiveness, follow-through, and problem resolution.
• Candidates should possess a foundational understanding of Finance or an interest in learning financial concepts and products.
• Additional beneficial qualifications include attention to detail, strong organizational skills, proficiency with office and CRM software, and the ability to manage multiple tasks and deadlines.
• Prior experience in a financial services, banking, or professional services environment is preferred, as is an associate or bachelor’s degree in a related field.