Registered Client Service Associate

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Inspired by Florence. Built Around Relationships Firenze Wealth Management was founded by Carrie Mullins and Sara Tanner after developing a vision for a financial planning firm centered on meaningful relationships, thoughtful guidance, and holistic planning.

Inspired by Florence, Italy, the birthplace of the Renaissance, the name Firenze reflects growth, perspective, and the belief that meaningful progress begins with intention.

The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.

• Answer phones, schedule appointments, and prepare materials for client meetings
• Keep client management systems up to date with client information
• Assist with information and documentation requirements for new accounts, transfers, and more
• Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
• Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
• Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met
• Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc.

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

• Series 7 and Series 66 licenses preferred, along with a minimum of 3 years of experience supporting advisors in a Registered Client Service Associate capacity.
• Candidates who do not currently hold Series 7 and Series 66 licenses may be considered if they possess 5+ years of Client Service Associate experience within the wealth management or financial services industry.
• Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint, as well as CRM applications.
• Strong organizational, communication, and client service skills.
• Ability to work onsite Monday through Friday.

• Bachelor’s Degree.
• Organized with a strong attention to detail and problem-solver abilities.
• Effective oral and written communication; able to explain complex information clearly and simply.
• Time management skills with the ability to handle multiple projects and deadlines.
• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners.
• Ability to analyze and research information.
• Plenty of drive, initiative, and motivation.

$25.85-$43.08/hour. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base…