Client Service Associate

Coastal Wealth; Tallahassee (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Coastal Wealth in Tallahassee, FL is seeking a Client Service Associate to support daily operations and deliver a smooth, professional client experience. This in-office, full-time role focuses on organization, calendar management, and client document handling.

You will assist with meetings, communications, and reports, while maintaining confidentiality and a welcoming office environment. The position offers growth with the advisor's team.

Qualifications

• Prior administrative, office, or client service experience preferred.
• Strong organizational skills and attention to detail.
• Professional written and verbal communication skills.
• Confidential and sensitive information handling.
• Proficiency in Word, Excel, Outlook.
• Understanding of Social Media and Digital Practice Management.
• Wealth management experience is a plus, not required.

Responsibilities

• Manage daily administrative and office operations.
• Coordinate phone calls, emails, and client communications.
• Schedule meetings and follow-ups.
• Assist with preparation and organization of client and business documents.
• Maintain accurate records and confidential information.
• Support presentations, reports, and administrative projects.
• Coordinate with clients, team, and professional partners.
• Maintain an organized and welcoming office environment.
• Provide professional communication and customer service.
• Assist with special projects as the business grows.

Skills

Admin experience

Organizational skills

Written communication

Verbal communication

MS Office

Social media/digital practice

Wealth management exposure

Tools

Microsoft Office Suite

Job description

About The Role

Lester Hamrick, financial advisor with Coastal Wealth, is seeking a detail-oriented and personable Client Service Associate to support the daily operations of his Tallahassee practice. This role is central to delivering a smooth, professional client experience while keeping the office organized and running efficiently.

Full-Time, In-Office | Tallahassee, FL

Key Responsibilities

• Manage daily administrative and office operations
• Answer and coordinate phone calls, emails, and client communications
• Schedule meetings, appointments, and follow-ups
• Assist with preparation and organization of client and business documents
• Maintain accurate records and confidential information
• Support the team with presentations, reports, and general administrative projects
• Coordinate with clients, team members, and professional partners
• Help maintain an organized and welcoming office environment
• Provide professional communication and customer service
• Assist with special projects and other responsibilities as the business grows

Qualifications

• Prior administrative, office, or client service experience preferred
• Strong organizational skills and attention to detail
• Professional written and verbal communication skills
• Comfortable managing confidential and sensitive information
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Understanding of Social Media and Digital Practice Management
• Financial services or wealth management experience a plus, not required

Compensation & Benefits

Competitive salary, commensurate with experience. [Benefits details to be confirmed.