Client Service Associate

Synergy Wealth Alliance; The Villages (FL); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Healthcare

401k

Job summary

Synergy Wealth Alliance in The Villages, FL is seeking a Client Services Associate to support advisors and clients, handling account management, paperwork, and daily service requests. The role emphasizes accuracy, confidentiality, and a proactive approach to client needs.

You will maintain CRM data, prepare financial summaries and meeting materials, coordinate events, and collaborate with advisors to ensure exceptional service and smooth operations.

Qualifications

• 5+ years of financial services administrative experience
• Attention to detail and a commitment to accuracy
• A proactive mindset and strong organizational skills
• Exceptional communication and client relationship skills
• A willingness to learn and grow in the financial services industry

Responsibilities

• Handle client account management, paperwork, and daily service requests
• Organize and maintain client and vendor data in CRM
• Communicate with clients and ensure their requests are processed with care and accuracy
• Coordinate events, workshops, and client meetings
• Prepare financial summaries, reports, and meeting materials
• Collaborate with advisors to track progress, follow up on meetings, and ensure exceptional service
• Support office operations, from onboarding new team members to general tasks

Skills

Attention to detail

Organizational skills

Client relationships

Proactive mindset

Communication skills

Tools

CRM software

Job description

Are you ready to join a dynamic team that values excellence, innovation, and a client-first approach? Synergy Wealth Alliance is seeking a highly motivated Client Services Associate to support our advisors and clients while ensuring top-notch service and seamless operations.

What You'll Do:

• Handle client account management, paperwork, and daily service requests
• Organize and maintain client and vendor data in CRM
• Communicate with clients and ensure their requests are processed with care and accuracy
• Coordinate events, workshops, and client meetings
• Prepare financial summaries, reports, and meeting materials
• Collaborate with advisors to track progress, follow up on meetings, and ensure exceptional service
• Support office operations, from random acts of kindness to onboarding new team members

What We’re Looking For:

• 5+ years of financial services administrative experience
• Attention to detail and a commitment to accuracy
• A proactive mindset and strong organizational skills
• Exceptional communication and client relationship skills
• A willingness to learn and grow in the financial services industry

Why Join Us?

• Opportunities for professional development and career growth
• A supportive and collaborative team environment
• Make a meaningful impact in clients' financial journeys
• Healthcare and 401k