Client Service Associate

Position Type: Full-Time or Part-Time (2–3 Days Per Week)

Position Overview

We are seeking a detail-oriented and highly organized Client Service Associate to support a Lead Financial Advisor with the day-to-day operations of their practice. This individual will play an important role in ensuring an exceptional client experience by managing administrative responsibilities, coordinating client communications, and providing ongoing operational support.

This position offers flexibility for either a full-time or part-time schedule, with the opportunity to work 2–3 days per week for the right candidate.

The ideal candidate is professional, proactive, personable, and comfortable managing multiple priorities while maintaining a high level of accuracy and confidentiality. This is an excellent opportunity for someone interested in financial services and gaining exposure to wealth management and financial planning.

What We're Looking For

We are looking for someone who takes pride in providing excellent service, enjoys building professional relationships, and understands the importance of creating a positive client experience. The successful candidate will be a dependable team player who takes initiative, anticipates needs, and helps ensure the practice operates efficiently.

Schedule Flexibility

We are open to candidates seeking either a full-time opportunity or a part-time arrangement of approximately 2–3 days per week. We are happy to discuss scheduling preferences with qualified candidates.

Key Responsibilities

• Serve as a primary point of contact for general client inquiries, providing timely and professional communication via phone and email.

• Support the Senior Financial Advisor with daily administrative and operational functions.

• Coordinate client meetings, manage calendars, schedule appointments, and assist with meeting preparation.

• Prepare, organize, and maintain client documentation, records, and account information.

• Assist with processing account paperwork, applications, transfers, and other client-related requests.

• Follow up with clients regarding outstanding documentation, account updates, and pending requests.

• Maintain accurate client information within CRM systems and internal databases.

• Coordinate with internal departments, financial institutions, and external partners to facilitate client requests.

• Assist with onboarding new clients and ensuring a smooth transition into the practice.

• Provide general administrative support, including document management, filing, correspondence, and other office responsibilities.

Qualifications

• Previous experience in an administrative, client service, customer service, or financial services role preferred.

• Strong written and verbal communication skills.

• Excellent organizational skills and attention to detail.

• Ability to manage multiple responsibilities and prioritize tasks effectively.

• Professional demeanor with a client-focused approach.

• Comfortable working independently while supporting a senior-level professional.

• Proficiency in Microsoft Office, particularly Outlook, Word, and Excel.

• Experience with CRM systems or financial services platforms is a plus.

• Ability to handle confidential client information with discretion and professionalism.

• With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848.
• Fortune 500 Company - Backed by the strength and support of a nationally recognized company.
• Forbes America's Best Insurance Companies Permanent Life 2025.
• Mission Driven - "Do good. Be good. Make good."