Client Service Associate

Jobtailor; San Jose (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

Jobtailor is seeking an Associate Client Service Assistant to support financial advisors with client servicing, meeting prep, paperwork, and events. You will handle data entry, scheduling, and follow-up, enabling advisors to focus on client planning and investments.

The role emphasizes accuracy, organization, and collaboration with teams. The ideal candidate has 3–5 years in client service, an associate degree, strong math and analytical skills, and proficiency with contact management and

Qualifications

• Associate degree or equivalent required.
• 3-5 years relevant experience required.
• Experience working in a client service environment.
• Detail-oriented, strong math, and analytical skills.
• Good organization and time management skills.
• Able to manage multiple priorities and prioritize effectively.
• Able to independently work with minimal direct supervision.
• Able to communicate with all levels within the organization.
• Process oriented and can work with a team.
• Strong computer and software skills.

Responsibilities

• Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
• Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meetings and providing vital follow-up.
• Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
• Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisor's phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents, and new business correspondence and alerts.

Skills

Client Service Experience

Analytical Skills

Time Management

Organization

Communication

Independence

Team Collaboration

Detail-Oriented

Mathematical Skills

Strong computer and software skills

Education

Associate Degree

Tools

Contact Manager Software

Expense Management Software

Job description

• Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.


• Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meetings and providing vital follow-up.


• Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.


• Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.


• Provide general administrative duties such as answering the advisor's phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents, and new business correspondence and alerts.

Requirements

• Associate (2-year) degree or equivalent


• 3-5 years relevant experience required


• Experience working in a client service environment


• Detail-oriented, strong math, and analytical skills


• Good organization and time management skills


• Able to manage multiple priorities and prioritize effectively


• Able to independently work with minimal direct supervision


• Able to communicate with all levels within the organization


• Process oriented and can work with a team


• Strong computer and software skills

Core Competencies

Demonstrates expertise in client service, financial planning, and investment research while effectively managing administrative tasks and coordinating marketing events. Strong organizational, analytical, and communication skills are essential for success in this role.

Highest-signal resume keywords

• Client Service Experience


• Financial Planning Preparation


• Investment Research


• Event Coordination


• Detail-Oriented

ATS Optimization Keywords

Hard Skills

• Financial Planning


• Investment Research


• Data Entry


• Document Preparation


• Expense Management


• Client Correspondence


• Marketing Compliance


• New Business Processing


• Analytical Skills


• Mathematical Skills

Soft Skills

• Organization


• Time Management


• Communication


• Team Collaboration


• Independence

Certifications & Qualifications

• Associate Degree

Industry Keywords

• Client Meetings


• New Business Paperwork


• Insurance Applications


• Marketing Events


• Vendor Coordination

Tools & Technologies

• Contact Manager Software


• Expense Management Software