Planning & Client Service Associate
Listed on 2026-02-08
-
Administrative/Clerical
Office Administrator/ Coordinator
About Us We are a boutique, relationship‑driven wealth management firm dedicated to delivering thoughtful financial planning and exceptional client service. Our team values professionalism, collaboration, and a warm, welcoming environment for both clients and colleagues. We are looking for a Planning Associate who will also serve as the front‑desk point of contact — a hybrid role ideal for someone who enjoys both analytical work and occasional client interaction.
About the Role
The Planning Associate & Client Service Coordinator supports our advisors in preparing financial plans 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
- Assist advisors with preparing financial plans and retirement projections
- 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; CRM or planning software experience is helpful
Who You Are
- Warm, approachable, and confident interacting with clients
- 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
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).