Job Description

About Us

Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the dental industry, combined with a strong commitment to technology and education, allows us to deliver proactive, personalized financial advice to dentists across the country.



We are a fast-growing firm that values collaboration, clear communication, adaptability, and follow-through, all while keeping work enjoyable. If you are looking for a dynamic environment where you can grow your career in financial services, we would love to hear from you.

The Role

We're hiring a

Client

Service

Associate

to support our advisors and help deliver an exceptional client experience. This role is ideal for someone early in their financial services career who enjoys organization, communication, and being a key part of a client-focused team. You'll work closely with advisors to maintain client data, assist with onboarding, and ensure clients receive timely, accurate support.

What You'll Do

Assist advisors with daily administrative and client-related tasks


Facilitate new client onboarding, including gathering information and preparing required documentation

Maintain and update each client's dashboard and financial scorecard

Audit, organize, and process quarterly financial reports

Communicate with clients to request, collect, and update personal documents

Organize and maintain client files in Box and ensure documentation is complete and accurate
Support internal data requests and help enhance workflows as our team grows

What Makes You a Great Fit

Personality

You're interested in financial services and excited to grow your career in client support or advisory operations


You thrive in a fast-paced environment and adapt easily as needs change

You take initiative, solve problems independently, and stay one step ahead of what needs to be done

You're highly organized, detail-oriented, and able to juggle multiple tasks without losing focus
You enjoy building relationships, collaborating with your team, and creating a positive experience for clients

Skills & Qualifications

Strong written and verbal communication skills


Excellent organization and time-management abilities

Experience working in a deadline-driven environment

Ability to work both independently and as part of a team

Familiarity with financial services, client service roles, or professional office settings
Comfortable learning new systems and managing data accurately

Bonus Points

Experience or interest in financial planning, financial operations, or client service in a professional services firm


A BA/BS degree (or working toward one) in a related field
* Familiarity with Salesforce, eMoney, Black Diamond, Charles Schwab, and Box.