Overview
The Role
We are looking for a Client Services Associate to join our team. This is not a purely administrative role — you will be a key part of how our clients experience us. You will work closely with our advisors on day-to-day operations, client communications, and keeping our practice running smoothly.
What You’ll Do
- Handle client scheduling, correspondence, and follow-up with professionalism and warmth
- Maintain and update our CRM system with accurate client information
- Prepare and process account paperwork and service requests
- Coordinate with our custodian and home office on operational needs
- Support advisors in meeting preparation and client deliverables
- Manage office workflow including document organization and filing
- Answer phones and serve as a first point of contact for clients
What We’re Looking For
- Prior experience in a professional office environment — financial services, legal, insurance, or healthcare a plus
- Strong attention to detail and a process-oriented mindset
- Warm, polished communication style with clients and colleagues
- Comfortable learning new software and systems
- Trustworthy and discreet — you will work with confidential client information
- Genuine interest in growing within the financial services industry
Pay: From $25.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
