Client Service Associate – Job Opening


Job Title: Client Service Associate

Inquiries Please email:

Responsibilities and Activities:

  • Work with new clients
    • Onboards new clients to ensure account opening and transferring is completed smoothly
    • Helps prepare presentations for meeting with new clients
    • Completes software demonstrations and assists with client online access
    • Collects necessary documents for ongoing client relationship
  • Work with existing clients
    • Manages Client Relationship Management system for logging important client information
    • Assists with client billing
    • Prepares client reviews and financial plans
    • Assists with client events, gifts and special occasions
    • Attends client meetings (where applicable)
    • Running client reports and keeping client notes up to date
    • Scheduling client review meetings
    • Processes withdrawals and money transfers to bank account
  • Assist with marketing
    • Creates social media posts
    • Video editing
    • Manages social media pages
  • Tax – assistants in tax planning processes


Knowledge, Skills, Abilities

  • 2-3 years of experience in financial services, tax, or accounting
  • Familiarity with financial planning software is a plus
  • Familiarity with Charles Schwab custodial platform is a plus
  • Willing to learn and adapt to a fast-paced environment
  • Strong organization and attention to detail
  • Warm and friendly personality with ability to connect with clients
  • Able to work independently – self motivated