Client Service Associate

Leading Financial Advisory Firm; Winter Park (FL); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Salary 65K-80K

Bonus program

Health insurance

Disability & life coverage

Retirement plan with employer match

PTO & paid holidays

Professional development budget

Mon-Fri schedule

Job summary

PF Wealth Partners in Winter Park, FL is seeking a Client Service Associate to provide top-notch support to clients and advisors. The role emphasizes client-first service, onboarding, and proactive problem solving within a collaborative team environment.

You will work on calendar management, meeting prep, and accurate processing of account paperwork while leveraging CRM tools to maintain client records. The position offers a balanced schedule and opportunities for professional growth.

Qualifications

• 3 years of financial services experience, preferably supporting advisor(s).
• Adept and skilled with technology, 3rd party software, and Microsoft Office products (Word, PowerPoint, Excel, etc.).
• Experience with CRM Software / Database is a plus (e.g., Advisor360, Salesforce, Redtail).

Responsibilities

• Respond to client requests – you will be the clients’ first point of contact.
• Assist Advisors with client meeting prep and follow-up tasks.
• Process account opening applications, transfer paperwork, money movements and/or other administrative tasks.
• Calendar Management for Financial Advisor including client appointments.
• Manage client onboarding experience.
• Document and manage info in our CRM - Redtail.
• Help identify process improvements to make this role even better over time.

Job description

PF Wealth Partners is a growing financial planning firm located in Winter Park, Florida. We are seeking a Client Service Associate to join our team. The CSA will assist in providing excellent service to our clients. We believe that financial advice should begin with understanding the person first, clarifying what matters most, and building a plan to support them. Find out more about us at pfwealthpartners.com.

We want to help you reach your full potential! We are looking for hard-working candidates with a passion for client service and who truly enjoy helping make a difference in their clients’ lives! Prioritizing client needs and helping solve problems proactively is an important part of our culture.

Compensation:

• Salary range of $65K-80K, commensurate with relevant experience
• Bonus / Incentive Program
• Great Work/Life Balance with a Monday-Friday Schedule
• Health Insurance
• Long-term Disability and Group Life Coverage
• Retirement Plan with Employer Match
• Generous PTO Policy & Paid Holidays
• Professional Development Budget

Responsibilities include:

• Respond to client requests – you will be the clients’ first point of contact
• Assist Advisors with client meeting prep and follow-up tasks
• Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
• Calendar Management for Financial Advisor including client appointments
• Manage client onboarding experience
• Document and manage info in our CRM - Redtail
• We are always striving to improve our processes, and we want your help to identify areas where we can improve. We want your input to help this position better and better over time!

Requirements:

• 3 years of financial services experience, preferably supporting advisor(s)
• Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
• Experience with LPL systems is NOT required but is a big plus!
• Experience with CRM Software / Database Experience is a plus (Example: Advisor360, Salesforce, Redtail, Etc.)

Skills:

• Ability to prioritize tasks, problem-solve, and meet deadlines
• Organization skills & attention to detail
• Ability to anticipate client and advisor needs
• Ability to work independently while prioritizing projects and managing your time – we do NOT micromanage
• Ability to learn and implement new technology and software
• Ability to communicate well and work in a collaborative environment
• Ability to follow office processes and policies related to operations & client privacy

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the owner. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.