Client Services Associate

Financial Advisors Network, Inc. is a Registered Investment Advisory (RIA) firm that provides tailored financial services to hundreds of local families. We have been servicing clients since 1999 and manage more than $1.2 billion in advisory assets across more than 700 households.

Our services include:
Retirement Planning, Tax Planning, Insurance Planning, Estate Planning and Investment Management.

We believe in transparent relationships and are committed to providing our clients with a fiduciary service. The firm strongly believes in the fiduciary model and follows 5 core values (Timely, Thorough, Transparent, Team, and Integrity).

Helping people is our passion and it is our desire to help our clients and their families to pursue their financial goals. We are seeking a detail-oriented and client-focused Client Service Associate to support our financial advisors, financial planners and paraplanners in managing client relationships and account administration. The ideal candidate will play a critical role in ensuring a seamless client experience by assisting with account

• Prior experience in client service, financial services, or wealth management is a plus, but not required.
• Strong attention to detail and ability to manage multiple tasks efficiently.
• Excellent communication and interpersonal skills to engage with clients professionally.
• Growth mindset- desire to obtain CFP certification
• Ability to work independently and collaboratively within a team environment.
• A commitment to providing exceptional client service and maintaining confidentiality.

• Assist financial planners with client account onboarding, including preparing and processing new account documentation.
• Handle existing account maintenance tasks, such as updating client information, processing account transfers, and assisting with client inquiries.
• Contact clients to schedule meetings and follow up on necessary paperwork.
• Support data collection efforts, ensuring accuracy and completeness for financial planning analysis.
• Maintain organized records of client interactions, transactions, and documentation in CRM systems.
• Assist paraplanners with administrative tasks to enhance workflow efficiency.
• Ensure compliance with industry regulations and firm policies in all client interactions and documentation.

• Paid Time Off
• Paid Sick Days
• 401(k) (after one year of service)
• Paid Holidays
• Medical Insurance Benefits

• New Year’s Day
• Martin Luther King Jr. Day
• Washington’s Birthday
• Good Friday
• Memorial Day
• Independence Day
• Labor Day
• Thanksgiving Day
• Christmas Day

Job Type: Full-time

• Bachelor's (Required)

• Tustin, CA 92780:
  Relocate before starting work (Required)