Client Services Associate

Join a Prestigious Financial Planning Firm as a Client Service Associate

Are you ready to elevate your career in the financial services industry? Do you thrive in a client-focused environment and aspire to grow into a leadership role? Join our team where excellence, innovation, and client satisfaction are at the heart of what we do.

Why Join Us?
We pride ourselves on fostering a culture of excellence and professional growth. As a Client Service Associate, you’ll have the unique opportunity to work alongside industry leaders in a supportive, collaborative environment while charting a career path toward roles such as Paraplanner, Financial Planner, Relationship Manager, or even Management.
We are seeking a dedicated and proactive Client Services Associate to join our team. In this role, you will be the primary point of contact for our clients, ensuring their needs are met and fostering strong relationships. You will leverage your customer service skills to provide exceptional support while also analyzing client feedback to enhance our services. This position is ideal for individuals who are passionate about delivering outstanding service in the financial services sector.

Responsibilities

• Serve as the first point of contact for client inquiries, providing timely and accurate responses.s, delivering outstanding service and building lasting relationships.
• Analyze client needs and feedback to identify opportunities for service improvement.
• Communicate effectively with clients to understand their requirements and ensure satisfaction.
• Support financial planners and advisors by managing client communications, scheduling, and follow-up.
• Assist with the preparation of financial plans, insurance reviews, and investment updates.
• Handle administrative responsibilities, including maintaining client records and ensuring regulatory compliance.
• Proactively identify opportunities to enhance the client experience and contribute to their financial success.

What We’re Looking For:

• Experience: Prior experience in insurance, financial planning, client service, or relationship management is essential.
• Skills: Strong interpersonal, organizational, and communication skills with a keen attention to detail.
• Education: A bachelor’s degree in Finance, Business Administration, or a related field is preferred.
• Technology: Proficiency in financial planning software and Microsoft Office Suite is a plus.
• Growth Mindset: A passion for learning, problem-solving, and taking initiative to improve processes and client outcomes.

Skills

• Strong customer service skills with a focus on building positive relationships.
• Experience in financial services is preferred but not mandatory.
• Ability to analyze data and feedback to drive improvements in service delivery.
• Excellent communication skills, both verbal and written, for effective client interaction.
• Familiarity with customer relationship management software.
• Project management skills that enable effective coordination of client projects.

Why This Role?

• Career Growth: Gain hands-on experience in financial planning with a structured path to advancement.
• Impactful Work: Be part of a team that helps clients achieve their financial dreams.
• Professional Development: Access to training, mentorship, and industry certifications.
• Prestige: Join a highly regarded firm with a reputation for integrity and client-first service.

Join us as a Client Services Associate where you can make a meaningful impact by ensuring our clients receive the highest level of service. We look forward to welcoming you to our team!

Job Type: Full-time

Pay: $70,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance
• Retirement plan

Compensation Package:

• Bonus opportunities
• Performance bonus
• Profit sharing
• Yearly bonus

Schedule:

• Monday to Friday

Application Question(s):

• Are you within a 20 minute commute of our office?
• How has your past experience prepared you to support financial advisors and planners in a high-pressure environment?
• What certifications, licenses, or professional development activities have you pursued or plan to pursue in this field?
• Why are you interested in working at a financial planning firm, and what excites you about this role?
• Where do you see yourself in 3-5 years, and how does this position align with your career goals?

Work Location: In person

Salary : $70,000 - $85,000