Client Service Associate

About Us

The Next Level Planning Group (TNLPG) is an established and growing ensemble wealth management firm that champions service excellence, teamwork, and continuous learning. We are a remote-first, high-performing, and values-driven team dedicated to a singular purpose:
Helping our clients make and execute great financial decisions.

We combine deep technical expertise with a high-touch, client-centric focus. We aren't looking for a "cog in the machine." Instead, we are seeking a Client Service professional who excels in craftsmanship, values courageous communication, and demonstrates "human touch" to join our collaborative team. If you are looking for a role where your reliability and expertise are valued, we would love to meet you.

About

the Role

As a Client Service Associate, you will play an integral role in the implementation of our clients’ financial plans, ensuring accurate, timely and professional execution.

Your core focus will include:

• Account Implementation: Processing new investment applications and facilitating asset transfers across various account types.
• Insurance Coordination: Managing the procurement of insurance policies and obtaining carrier information on behalf of clients.
• Service Delivery & Continuity: Handling distributions, processing account changes, and maintaining meticulous client records in our CRM, Red Tail.
• Operational Liaison: Acting as the bridge between clients and third parties for financial transactions, such as:
  • 401(k) rollovers and account adjustments (e.g., beneficiary designations)
  • Transferring securities or wiring cash to charities or other third parties
  • Obtaining information from insurance companies on behalf of clients

What you will not be expected to do:

• Sit at a reception desk or serve as a personal assistant
• Make marketing or prospecting calls
• Conduct investment research or write financial plans

How to Excel as a CSA

Successful candidates will demonstrate:

• Service Excellence: A commitment to delivering high-precision service that builds unwavering client trust and provides internal stakeholders with total confidence in your technical expertise.
• Precision and Reliability: A very high level of attention to detail with a commitment to accuracy, timeliness, and thoroughness in all work.
• Operational Mastery: Exceptional organizational skills with the ability to manage multiple complex tasks, prioritize effectively, and maintain meticulous records in a fast-paced environment.
• Professional Communication (verbal and written): The ability to communicate clearly, concisely, and with a professional and friendly attitude with both clients and colleagues.

Requirements

• Professional
  
  Experience:
  
  2 to 4 years in financial services, with a strong preference for candidates who understand the quick pace and high service standards of an RIA or personal wealth management firm.
• Location & Residency: U.S. residency and existing work authorization are required. We are unable to provide visa sponsorship for this role.
• Technology: High proficiency with Red Tail, eMoney, Wealthscape, Microsoft Office Suite, Zoom, etc. or the ability to quickly learn new technologies/platforms.
• Availability: Must be available to work standard business hours in the Central Standard Time (CST) zone. Must also be available to travel a few times a year for in-person meetings and events.
• Workspace
  :
  Must have a dedicated workspace free of distractions and sufficient internet access to support high-quality video conferencing and firm operations.
• Target
  
  Start Date:
  
  Monday, February 1st, 2027

Compensation & Benefits

• Pay: $50,000 - $80,000 starting base salary (commensurate with experience) plus profitability bonuses
• Retirement & Health: 401(k) with employer matching, comprehensive health insurance, and HSA/FSA options,…