Client Service Specialist - Financial Planning Admin

Retirement Resource Center, LLC.; Fullerton (CA); On-site; USD 41,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401(k) with match

Paid time off

Paid holidays

Professional development

Education assistance

Mentorship

Job summary

Crane & Associates is seeking a Client Service Associate to join our financial planning and investment advisory team in Fullerton, CA. This professional support role ensures smooth onboarding and day-to-day servicing for our clients.

We welcome candidates with 2 to 10+ years in financial services; the position is non-licensed, with opportunities for future licensing and growth within our established, collaborative practice.

Qualifications

• Bachelor's degree required.
• 2 to 10+ years of experience in financial services or account service.
• Ability to learn and apply financial planning concepts.
• Strong Excel and Word skills; comfortable with new software.
• High attention to detail and accuracy with paperwork.
• Clear, professional communication with clients and teammates.
• Organized, dependable, and comfortable following established procedures.

Responsibilities

• Prepare client documents, process applications, and open new accounts
• Process account transfers, IRA contributions, ACH instructions, and distributions
• Support advisors in preparing for client meetings, including pulling reports and portfolio updates
• Handle non-advice client communication, including scheduling and administrative inquiries
• Maintain and update client records and data in our CRM (Redtail)
• Ensure compliance tasks and documentation are completed accurately and on time
• Provide general office and clerical support as needed

Skills

Attention to detail

Client communication

Organizational skills

Learning ability

Team collaboration

Education

Bachelor's degree

Tools

Excel

Word

Financial planning software

Job description

Crane & Associates is seeking a Client Service Associate to join our financial planning and investment advisory team in Fullerton, CA. This professional support role ensures smooth onboarding and day-to-day servicing for our clients.

We welcome candidates with 2 to 10+ years in financial services; the position is non-licensed, with opportunities for future licensing and growth within our established, collaborative practice.