Client Service Associate

About the Role: The Client Service Associate supports our advisors while also managing front‑desk responsibilities and answering incoming calls. This position is perfect for someone who is detail‑oriented, personable, and eager to grow within the financial planning profession.

What You’ll Do: Financial Planning Support Gather and input client data into planning software and CRM systems Prepare meeting materials and track follow‑up items Conduct basic research on planning topics and investment products Maintain accurate and compliant client records Client Service & Front Desk Greet clients and visitors with professionalism and warmth Answer and route incoming phone calls Manage the front desk area and maintain a welcoming office environment Schedule appointments and coordinate calendars Handle mail, scanning, filing, and general office tasks

What We’re Looking For: Bachelor’s degree in finance, business, economics, or related field preferred Experience in financial services, client service, or administrative roles is a plus Strong communication skills and a client‑first mindset High attention to detail and ability to manage multiple priorities Proficiency with Microsoft Office and CRM experience is helpful

Who You Are: Organized and proactive, with strong follow‑through Curious and motivated to grow in the financial planning field Comfortable working in a small, collaborative team environment Entry Level Position = $50,000 - $55,000 starting salary + bonuses after 90 day probationary period