Top 138105 Client Service Associate Jobs

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Client Service Associate
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Client Service Specialist for Mediation Non-Profit (must be in Hawaii)
The Mediation Center of the Pacific —Honolulu, HI
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Merchants Commercial Bank —St John, VI
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Client Advisor/Sales
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Financial Advisor Associate / Client Service Advisor

Group 10 Financial, LLC
Maitland, FL

Quick Apply

Job Details

Full-time
$55,000 - $70,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Gym membership
Professional development assistance
Life insurance

Qualifications

Financial planning
Teamwork
Customer service
Bachelor's degree
Organizational skills
Financial services
Life & Health Insurance License

Full Job Description

Group 10 Financial, LLC
Maitland, FL | Full-Time | In-Office

About Us

Group 10 Financial is a boutique wealth management firm in Maitland, FL helping retirees and pre-retirees navigate retirement income, investments, taxes, healthcare, and legacy planning.

We are hiring a full-time Associate Financial Advisor / Client Service Advisor to support our growing team.

This is an in-office career-track role for someone who:

enjoys helping clients
thrives in a structured environment
follows through consistently
communicates professionally
wants long-term growth in the financial industry

The Role

This is a career-track Associate Wealth Advisor role (about 70% client service / 30% growth) with a clear path to Wealth Advisor.

You’ll work closely with a Lead Advisor, support client relationships, and gradually take on more responsibility — including servicing clients, participating in growth initiatives, and developing into a future producer.

Work style:

100% in-office (Maitland, FL)
Client meetings via in-person and Zoom
Competitive base salary + performance bonus
Long-term growth opportunity

What You’ll Do

Support and service existing clients (RMDs, income planning, investment planning, distributions, legacy planning support, etc.)
Prepare for and follow up after client meetings
Lead client progress reviews (with support as needed)
Coordinate with custodians and financial institutions on account opening, transfers, and maintenance
Process service requests and paperwork accurately from start to finish
Maintain detailed client records in CRM and planning software
Communicate proactively with clients to ensure timely follow-through
Participate in team meetings, seminars, and educational events
Follow established processes and help improve workflows

Our Culture

We are a high-energy, team-first office that values:

professionalism
follow-through
positivity
accountability
growth mindset
taking care of people

We work hard, move quickly, and support each other like a team.

What We’re Looking For

Required:

Bachelor’s degree
1–3 years experience in financial services
Strong organization, communication, and follow-through
Client-service mindset and coachability
Comfortable in a structured, fast-paced environment

Licensing:

Florida Health & Life License (preferred)
Series 65 (preferred — or willingness to obtain within 3–6 months)

What’s In It For You

Competitive base salary (career-track range)
Performance-based bonus with upside
Health insurance + 401(k) with match (dental, vision, life insurance, HSA available)
PTO + all holidays off (including your birthday)
Gym membership
Professional development and mentorship
Team-oriented, high-standards culture with room to grow

Next Step — Short Intro Video

A short introductory video (approximately 3 minutes or less) is REQUIRED to be considered for this position.

Please submit your video along with your application to: [email protected] or upload securely by using our Secure File Upload link at the top of our website: https://group10financial.com/

In your video, briefly tell us:

who you are
why this role interests you
a little about your background
your future career goals

This does NOT need to be professionally produced, a phone or webcam recording is perfectly fine.

Applications submitted without the required intro video may not be considered.

This Role Is NOT a Fit If

You prefer remote or hybrid job settings.
You struggle with organization or follow-through
You are looking for a short-term position
You’re uncomfortable being coached or dislike structure and accountability
You are not a team-first contributor willing to step in where needed
You are uncomfortable working in a fast-paced office environment

Interested?

Turn in your Indeed Application. We review applications carefully and move quickly for the right fit. Send your intro video to [email protected] or by using our Secure File Upload link at the top of our website: https://group10financial.com/

Job Type: Full-time

Pay: $55,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Application Question(s):

Are you willing to obtain your Series 65 license within 6 months if hired?

YES or NO

What specifically about this role and our company caught your attention?
Describe a role or experience where organization and follow-through were critical.
What are you doing currently and why are you interested in building a long-term career in financial services?
What is your education and work experience in the financial services industry? Please explain and share the length of your experience.
Which statement best describes you when working on a team? (You can choose no more than 2)

A) I enjoy taking charge and making decisions quickly.
B) I focus on building relationships and keeping the mood positive.
C) I prefer following clear processes and ensuring tasks are done accurately.
D) I like to support others and create a harmonious work environment.

⚠️ IMPORTANT: A 3-MINUTE INTRO VIDEO IS REQUIRED. APPLICATIONS WITHOUT A VIDEO WILL NOT BE REVIEWED AND WILL BE CONSIDERED INCOMPLETE.

Please email your video to: [email protected]
Or upload it securely here by using the Secure File Upload button at https://group10financial.com/

In your video, please tell us:

Who you are
Why this opportunity interests you
A little about your background
Your long-term career goals

A simple phone or webcam recording is perfectly acceptable. Professional production is not expected.

Do you understand that a 3-minute introductory video is required to complete your application and that applications will not be reviewed until the video has been received?
YES or NO

Education:

Bachelor's (Required)

Experience:

Financial planning: 1 year (Preferred)

License/Certification:

Life & Health Insurance License (Preferred)
securities license (Series 65, Series 6, Series 7, etc.)? (Preferred)

Ability to Commute:

Maitland, FL 32751 (Required)

Work Location: In person

Quick Apply

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