Job Description

We are seeking a Client Services Associate (Administrative Support Specialist) to play a vital role in mainly supporting financial advisors with occasional client interaction to help ensure exceptional service and operational excellence. This is an opportunity to make a direct impact to a collaborative, high-performing team by providing operational support and adding value to the client experience.

As a Client Services Associate, you will act as a command and control center for advisors to help ensure the client's needs are met with accuracy, care, and professionalism. Your work will to streamline processes, help our advisors deliver the highest level of financial guidance and support, and strengthen relationships.

Key Responsibilities

Manage client accounts via documentation and daily service requests with precision and efficiency

Maintain accurate and organized client and vendor data within the CRM system

Communicate with clients to ensure timely and accurate handling of requests

Prepare financial summaries, reports, and meeting materials that enhance client understanding and decision-making

Collaborate with advisors to track progress, follow up on meetings, and ensure a consistent, high-quality client experience

Coordinate client events, workshops, and meetings that reinforce engagement and trust

Support daily office operations, contributing to a positive and efficient team environment

Qualifications

Prior experience in a support administrative capacity required.

Strong attention to detail and commitment to accuracy

Proactive, organized, and able to manage multiple priorities effectively

Excellent written communication and desire to support the team

A mindset to learn, grow, and build a career in the financial services industry as there are opportunities for growth within the organization from either an operational or advisor perspective.

Desire to join a company that actively promotes from within and strives for long-term benefit for clients, team members, and our community.

Benefits include:

Competitive base salary, commensurate with experience

Opportunities for professional development and advancement

A collaborative, supportive, and growth-oriented team culture

Meaningful work that impacts clients' financial success and peace of mind

Comprehensive benefits package, including healthcare, 401(k), and a quarterly bonus structure

If you are motivated by purpose, precision, and the opportunity to make a lasting impact, we invite you to apply. This position is in-office 5 days a week in Altamonte Springs.

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance
Work Location: In person