Client Services Associate - Orlando, FL

Client Services Associate - Top Employer w/ #1 Business Culture

Exciting new position in the Central Florida/Orlando area!

SageSpring Wealth Partners is seeking an exceptional client services professional to support our financial advisors and assist with efficient, quality client service. You must be creative and enjoy working within an entrepreneurial environment that is mission-driven and community oriented. The Client Services Associate is a highly focused, energetic individual that enjoys an active role handling skilled planning, prioritizing, and coordinating for the Advisors to ensure calendar and To-Do lists best support team objectives. The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain balance among multiple priorities.

About Us

This is an exciting opportunity to join a Top Workplace for the last five consecutive years (2020-2024). Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Don’t miss your opportunity to work with a high performing team in a positive, energetic environment where you’ll know you’re truly appreciated and making a difference.

Key Functions

• Interact daily on the phone and in person with prospective and existing clients while maintaining a professional image.
• Schedule and coordinate meetings and appointments, while managing and frequently representing the Advisors across all communication platforms.
• Create and maintain records, files, reports, and databases utilizing the Client Relationship Management platform.
• Coordinate travel arrangements for the executive advisor.
• Generate weekly reports; prepare cards and other mailings for signing and distribution.
• Complete cross-training and assist with other operational functions as required.
  
  
  

Qualifications

• Associates degree or 2 years of administrative experience in lieu of degree required.
• Tech savvy individual with solid mastery of MS Office Suite for general communications, reporting, video conferencing and presentations.
• Skilled at being in sync with the advisors and “playing chess” to manage priorities and scheduling, plus anticipate upcoming needs before they arise.
• A humble, servant-minded individual that thrives in a team environment.
  
  
  

Rewards

• Great Benefits – Includes Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
• #1 Culture – Join and grow in an award winning culture where you’ll actually look forward to Monday.
• Inspiring Leadership – Our leadership truly embodies the definition of servant leaders that inspires a work environment in which our teams can flourish that’s energetic, positive, fun, and highly supportive.
• Team Engagement – You will build some genuinely special relationships and bonds throughout our team and partners.
• High Performance - Our motto is “Humble. Hungry. Smart.” and that’s truly exemplified from the top down.
• Continuing Education - Let us help you transform your career goals and educational accomplishments into opportunities and successes.
• Community Involvement – We’re passionate about supporting our community with each office choosing a charity/cause to champion.
  
  
  

Location & Schedule

• Monday - Friday, Days
• Please submit your application through this site. Please DO NOT call, email, or drop by to share your resume.
• No recruiter inquiries will be accepted.