Client Service & Financial Planning Associate

Concurrent; Boca Raton (FL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) matching

Dental Insurance

Flexible spending account

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

Concurrent in Boca Raton, FL seeks a Client Service Associate to provide day-to-day client service and operational support to clients and Financial Advisors. You will be a primary contact for inquiries, account needs, documentation, and service requests, ensuring responsive, accurate client experiences.

The role collaborates with Financial Advisors and internal teams on account management, financial planning activities, compliance, and marketing coordination.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field preferred.
• Prior experience in client service, wealth management, financial services, or advisory operations preferred.
• Experience in a Registered Investment Advisor or broker-dealer environment preferred.
• Strong understanding of client service practices and account administration.
• Familiarity with investment products and regulatory requirements.

Responsibilities

• Serve as a primary point of contact for clients, inquiries, and service requests in a timely and professional manner.
• Provide accurate information regarding financial products, services, and firm procedures.
• Assist clients with account opening, maintenance, transfers, and other account-related activities.
• Monitor and maintain client accounts for accuracy and regulatory compliance.
• Coordinate with internal departments to resolve account-related issues.
• Partner with Financial Advisor to assist with financial plans.

Skills

Client service

Communication skills

Attention to detail

Time management

Independent work

Collaboration

Education

Bachelor's degree in Finance, Business Administration, Economics, or related field

Tools

Microsoft Office Suite

CRM platforms

Job description

Concurrent in Boca Raton, FL seeks a Client Service Associate to provide day-to-day client service and operational support to clients and Financial Advisors. You will be a primary contact for inquiries, account needs, documentation, and service requests, ensuring responsive, accurate client experiences.

The role collaborates with Financial Advisors and internal teams on account management, financial planning activities, compliance, and marketing coordination.