Client Service Associate

Job Summary

To support a growing financial planning firm, the full-time Client Service Associate will provide excellent service to clients, assist advisors with meeting preparations, and manage client data in a permanently remote environment.

Key responsibilities:

• Respond to client requests promptly and accurately
• Assist advisors with meeting preparation and follow-up tasks
• Maintain and update client data in Salesforce and manage workflows

Required qualifications:

• 3 years of financial services experience
• Proficient with technology and third-party software in a paperless office
• Strong organizational skills and ability to prioritize tasks
• Experience with CRM software, preferably Salesforce
• Ability to work independently and manage time effectively