Client Service Associate - Financial Services

About This Role

Manage client service operations for an Advisor's practice by performing operational duties, diligently following up with clients, and maintaining organized client information. This position provides direct client contact to help them achieve their financial goals.

Responsibilities

• Serve as the primary contact for client service needs, ensuring clear, timely communication.
• Process new business and manage paperwork for investments, insurance, and alternative assets.
• Coordinate transfers, contributions, distributions, and premium payments across custodians and carriers.
• Maintain and track tasks, follow-ups, and planning milestones using Salesforce.
• Schedule and prepare for client meetings, including calendar management and pre-meeting materials.
• Gather and organize financial and insurance data to support planning and underwriting.
• Ensure accurate recordkeeping and support regulatory compliance in all workflows.
• Provide high-level support to advisors by anticipating needs and keeping client processes on track.

Requirements

• Previous financial advisory services or similar experience
• 2+ years of experience with Salesforce
• Proficiency with Microsoft Office (SharePoint, OneDrive, Outlook)
• Self-starter and goal-oriented
• Four-year degree or equivalent work experience
• Knowledge of insurance/financial services industry
• Excellent verbal and written communication
• Service oriented attitude
• Ability to maintain confidentiality of information
• Ability to coordinate multiple tasks and priorities in a fast-paced environment
• High attention to detail
• Exceptional organization and problem solving

Qualifications

• Four-year degree or equivalent work experience
• Previous financial advisory services or similar experience is required.

Skills

* Required skills

Benefits