Job Description

Our boutique, mission-driven financial planning firm is expanding quickly and seeking a

Client Service Associate

who brings more than experience--someone with judgment, initiative, and genuine care for the clients they serve.

We work best with professionals who take ownership, think ahead, and act with pride in their work. This is not a role suited to someone who needs frequent direction or sees client service as a checklist task.

What You'll Do

Serve as a primary point of contact for clients via phone, email, and in-person Anticipate client needs and follow through independently Process account service requests, transfers, beneficiary changes, paperwork, and follow-ups Coordinate with advisors to prepare documents, reports, and scheduling Maintain accurate CRM records, task tracking, and workflows Identify and recommend process improvements Support advisors with new client onboarding and ongoing service
Ideal Candidates Tend to:

Take the next step without being prompted Resolve issues before escalating them Pay attention to details and follow through consistently Notice and correct issues proactively Care about how clients experience every touchpoint Prioritize without stress Demonstrate accountability and responsiveness
Minimum Qualifications

Please apply only if the following apply:

2-3+ years of experience in financial services, wealth management, or a similar professional services environment Familiarity with client service workflows and office operations Demonstrated ability to use independent judgment and follow through daily Strong verbal and written communication skills Comfort with digital platforms and client file management Ability to work on-site during core business hours (flexibility offered; reasonable accommodations available)

Bonus experience (not required but valued):

Knowledge of custodians, account paperwork, or compliance processes Experience in an advisory, fiduciary, or fee-only firm
Work Environment & Growth

Full-time role with an introductory period for culture and performance alignment Flexible daily schedule with consistent in-office presence Collaborative team culture--supportive but not micromanaged Advancement opportunities for high performers in a fast-growing firm
To Apply

Please submit:

Your resume A brief note describing a time you solved a client or operational issue proactively
Job Type: Full-time

Pay: $67,415.08 - $81,188.05 per year

Work Location: In person