What are the responsibilities and job description for the Financial Client Services Associate position at Ellerbrock-Norris Wealth Strategies?
Are you passionate about client service and looking to grow your career in financial services? Do you thrive in a fast-paced, detail-oriented environment where building relationships and solving problems is key? If so, we want to hear from you!
At Ellerbrock-Norris, we believe in providing exceptional service and support to our clients. As a Financial Client Services Associate, you’ll play a critical role in ensuring a seamless experience for our clients while supporting our financial advisors with administrative and operational tasks.
What You’ll Do
- Be the first point of contact for clients, delivering white-glove service.
- Support financial advisors with client communications, scheduling, and reporting.
- Assist with client onboarding, ensuring all documentation is complete and accurate.
- Manage administrative tasks and help improve internal processes.
- Build strong client relationships through proactive communication and follow-ups.
What We’re Looking For
- A client-first mentality with strong attention to detail and organization.
- Excellent communication skills—both written and verbal.
- Tech-savviness and a willingness to learn new systems.
- Ability to manage multiple priorities in a fast-paced environment.
- A problem-solving mindset and a proactive approach to work.
Why Join Us?
Career Growth – Gain valuable industry experience with room to advance.
Collaborative Culture – Work with a supportive and driven team.
Impact – Play a key role in improving client experiences in wealth services.
If you’re looking for a role where you can make an impact, grow your skills, and be part of a dynamic financial services team, we’d love to hear from you!
Salary : $60,000 - $90,000