Client Services Associate

• Prepare and process account documentation to support client service operations
• Compile onboarding packets and create reports for client meetings
• Provide administrative assistance for financial planning and investment advisory services
• Coordinate with financial institutions to manage account setups, transfers, and maintenance
• Organize and maintain accurate client records, ensuring timely handling of sensitive documents and correspondence
• Assist advisors by preparing review materials, generating reports, and managing mail logistics
• Schedule and organize office meetings and facilitate client communications
• Work onsite at least two days per week to support operational needs

• Minimum of two years of administrative experience working with detailed information
• Previous experience in financial services, brokerage, or advisor teams
• Strong organizational skills and ability to manage multiple priorities effectively
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office applications, particularly Excel
• High school diploma required
• Motivated team player with a commitment to continuous growth

Previous experience in financial services, brokerage, or advisor teams

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan