Client Services Associate

We are seeking a reliable and detail-oriented individual to support an independent advisor franchisee with a financial advisory practice. This role is essential in maintaining smooth daily operations, providing support, and delivering excellent client service.

• Review and update client information as needed for client review meetings.
• Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
• Manage and resolve client service problems
• Direct attention to detail and organization
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Positive attitude and sincere willingness to constantly learn and grow.
• Prepare, organize, and maintain client files and records
• Support the advisor with meeting preparation and follow-up tasks

• High school diploma or equivalent (associate degree preferred)
• Strong organizational and time-management skills
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Excellent verbal and written communication skills
• Ability to handle sensitive information with discretion
• Detail-oriented with the ability to multitask

• Preferred, not required - Experience in a financial services or accounting office.
• Preferred, not required - Familiarity with client management or financial software
• Professional demeanor and strong customer service skills

• Office-based position in a professional financial advisory setting

• Competitive hourly or salaried pay, based on experience
• Paid time off and holidays (if applicable)