Client Service Associate

Operations Associate is responsible for ensuring the day‑to‑day data integrity for client accounts and providing support to the advisory staff on client data‑related issues.

• Performs administrative duties including data consistency, fielding phone calls, reviewing incoming mail, filing, and greeting clients.
• Conduct daily transaction uploads/downloads for all systems.
• Process new account openings in the system for new or existing clients.
• Resolve any data maintenance/client account issues as needed.
• Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, dividend option changes and fund allocation changes.
• Provide the advisor with materials for upcoming meetings.
• Maintain the firm's file sharing/document storage website to keep clients’ files up-to-date.
• Print, package, stamp, and ship client materials and checks.
• Assist with special projects as required.
• Takes a proactive lead on conserving the Relationship Manager’s existing block of business by scheduling meetings, monthly client check‑in calls, tracking all rollovers, and keeping the client updated on money in movement.
• Keeping the Advisor informed of problematic cases.
• Ensures data accuracy in company records by regularly and maintaining client files according to company compliant procedures.
• Daily check‑in with the Advisor on all outstanding activities.

• Continuously exhibits personal integrity and professional initiative.
• Reliable, follows through on commitments, does not shrink from new challenges.
• Proficiency in Microsoft Office.
• Must be organized, detail‑oriented and able to manage and prioritize tasks.
• Demonstrates a commitment to accuracy by delivering high quality work.
• Excellent written and verbal communication.
• Collaborative and able to work effectively with others.
• Flexible team player who is highly adaptable to change and open to new ideas.
• Demonstrated ability to work successfully in an entrepreneurial, small company environment.

• Bachelor's degree preferred.
• 1-3 years prior experience, preferably within financial services

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. The base salary range for this position is $59,000 – $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.

Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.

NFP is an inclusive Equal Employment Opportunity employer.