Client Service Associate

Who We Are

At Goar Financial Services, we take a high-touch, client-centered approach to wealth management. We believe in treating clients like family and providing high-level service—a white-glove experience at every touchpoint. Our firm is dedicated to helping clients navigate their financial journeys with trust, integrity, and an unwavering commitment to excellence.

The Role

We are seeking a Client Service Associate (CSA) to serve as the primary support for both clients and the lead advisor, David Goar. This role is ideal for a highly organized and personable professional who can handle client requests, manage paperwork, and ensure a seamless client experience.

Key Responsibilities

• Client Relations & Support
• Serve as the first point of contact for client questions and concerns.
• Provide a red carpet welcome for clients, ensuring they feel valued.
• Build strong rapport with long-term clients and handle requests with patience.
• Administrative & Account Processing
• Process and manage all client paperwork, ensuring accuracy and efficiency.
• Open new accounts and ensure risk profiles and agreements are properly documented.
• Office & Scheduling Management
• Maintain organization and efficiency in office operations.
• Ensure David Goar’s time is maximized by handling client issues before they reach him.
• Assist in keeping track of action items and client follow-ups.

Who You Are

• A detail-oriented and proactive problem-solver who thrives in a fast-paced environment.
• Someone with excellent interpersonal skills who enjoys working directly with clients.
• Able to juggle multiple tasks while keeping the client experience at the forefront.
• Patient and adaptable—comfortable working with non-tech-savvy clients who may need additional guidance.
• A strong team player who believes in treating others as you would like to be treated.

Preferred Qualifications

• Prior experience in financial services or client support required.
• Proficiency in Microsoft 365 and other office applications.
• Strong organizational and multitasking skills.
• Interest in career growth—opportunity for licensing and revenue sharing for the right candidate.

Work Culture at Goar Financial Services

We pride ourselves on building long-term relationships with our clients, treating them like family, and offering a welcoming, supportive work environment. While we expect professionalism and efficiency, we also believe in mutual respect, teamwork, and a positive office atmosphere.

Schedule & Compensation

• Hours: Monday - Friday, 9:00 AM - 4:00 PM (30-minute lunch break).
• Salary: $40,000 - $55,000, depending on experience.
• Benefits:
• 401(k) with employer match
• Insurance allowance
• Paid time off (PTO)
• Career Growth: Potential for licensing, revenue sharing, and increased responsibility over time.

How to Apply

Please do not call the office directly. Instead, submit your resume and a brief cover letter detailing your experience and interest in the role.

We look forward to meeting you!

Salary : $40,000 - $55,000