Client Service Associate: Financial Planning Admin

Hein Wealth + Tax Solutions; Florida; In loco; Tempo pieno

Descrizione del lavoro

At Hein Wealth & Tax Solutions, you’ll join a close-knit, professional team where your work directly supports meaningful client relationships and real-life financial decisions. As a Client Service Associate, you’ll be a key part of an organized planning process—working closely with advisors, managing client accounts and paperwork, and ensuring a smooth, high-touch client experience. We offer a supportive environment, clear processes, and the opportunity to learn and grow within financial services. If you’re detail-oriented, proactive, and take pride in doing things the right way, this role offers purpose, stability, and room to develop your skills. Responsibilities: • Interface with broker/dealer to open new accounts, update account information, service accounts, complete and process necessary forms • Complete paperwork to fund Alternative Investments and Annuities • Maintain and update information in the CRM System • Handle requests for transfers of funds in and out of accounts • Front desk meets and greets clients • Answer basic client questions (not including financial/investment advice) • Research products and product pricing, and contact carriers for information • Set up and retrieve reports in the portfolio management system • Help manage social media and marketing campaigns • Assist the Client Service Administrator in day-to-day duties • Other responsibilities as assigned by the lead advisor Qualifications: • Positive attitude, customer-oriented • Detail-oriented with the ability to manage a full plate of tasks concurrently, with the ability to track progress and follow up accordingly • Ability to learn a new Client Service Online Platform • Proficient with Windows-based software, including MS Word, Excel, and Adobe • Understands how to properly complete paperwork that has not previously been encountered by reading instructions, following precedent, or calling for assistance • Ability to ask questions when not sure of something • Brokerage Experience preferred • High School Degree required • Associate's degree or higher preferred

• Interface with broker/dealer to open new accounts, update account information, service accounts, complete and process necessary forms • Complete paperwork to fund Alternative Investments and Annuities • Maintain and update information in the CRM System • Handle requests for transfers of funds in and out of accounts • Front desk meets and greets clients • Answer basic client questions (not including financial/investment advice) • Research products and product pricing, and contact carriers for information • Set up and retrieve reports in the portfolio management system • Help manage social media and marketing campaigns • Assist the Client Service Administrator in day-to-day duties • Other responsibilities as assigned by the lead advisor