Client Services Associate

Grace Lane Financial Partners; Austin (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Paid time off (sick or vacation)

Paid national holidays

Financial assistance for professional certifications

Incentive pay based on reaching quarterly goals

Job summary

A financial planning firm in Austin, Texas is seeking a Client Service Associate to empower clients by providing tailored financial strategies. This role includes managing client interactions, onboarding, and supporting the firm's operations. The ideal candidate is required to have 2–5 years of operational experience, strong communication skills, and a willingness to pursue further education in finance. The company offers a hybrid work model along with benefits such as paid time off and financial assistance for certifications.

Qualifications

• 2–5 years of operational experience; 1–2 years in a financial planning firm preferred.
• Willingness to obtain FPQP® designation and pursue continuing education.

Responsibilities

• Serve as the primary client contact, ensuring timely communication and exceptional service.
• Manage onboarding and account setup, including paperwork and rollovers.
• Schedule and prepare client meetings; maintain accurate records in CRM.
• Assist with compliance reporting and contribute to process improvements.

Skills

Excellent written and verbal communication skills

Strong time management and organizational abilities

Ability to learn new software quickly and work independently

Financial planning acumen and analytical skills

Attention to detail

Problem-solving skills and adaptability

Education

Associate degree required

Bachelor’s degree in finance, business, or related field preferred

Job description

Overview

Grace Lane Financial Partners empowers clients to live their best lives now and in the future by combining financial planning with a focus on personal life goals. Dedicated to understanding each client’s unique story, the team at Grace Lane collaborates to create tailored financial strategies that prioritize freedom, happiness, and security. By encouraging clients to maximize their present experiences while ensuring long-term stability, the firm redefines traditional financial planning with a holistic, client-centric approach. Located in the Austin, Texas Metropolitan Area, Grace Lane Financial Partners welcomes all individuals seeking a fresh perspective on managing and utilizing their finances effectively.

JobLocation: Hybrid Remote – Austin, TX area

BasePay: $50,000-$70,000

EmployeeType: Full-time (Monday – Friday 8:30 AM – 5:00 PM)

JobType: Client Service Associate

ExperienceRequirements: 2 – 5 years’ of operational experience

ExperiencePreference: 1 – 2 years’ experience at a financial planning firm

Roles

• Client Service Associate
• Paraplanner
• Operations Associate

Responsibilities

Client Service & Onboarding

• Serve as the primary client contact, ensuring timely communication and exceptional service.
• Manage onboarding and account setup, including paperwork and rollovers.
• Schedule and prepare client meetings; maintain accurate records in CRM.
• Support clients with technology platforms and provide guidance on required documentation.
• Assist with compliance reporting and contribute to process improvements.

Paraplanning

• Gather client data and input into planning software; generate reports and financial statements.
• Prepare meeting agendas, summarize action items, and attend reviews for follow-up.
• Model “what-if” scenarios for retirement, education, and insurance planning.
• Conduct basic investment and insurance product research for advisor recommendations.

Operations Associate

• Perform data entry and run reports in CRM and other software platforms
• Identify, document, and implement process improvements in onboarding and servicing
• Troubleshoot system access issues and support platforms like A360, MS Teams
• Track KPIs such as response times, task completion rates
• Support compliance efforts including audit prep, regulatory logs, and documentation integrity

Skills and Qualifications

• Excellent written and verbal communication skills.
• Strong time management and organizational abilities.
• Ability to learn new software quickly and work independently.
• Financial planning acumen and analytical skills for scenario modeling.
• Attention to detail and ability to prioritize tasks.
• Problem-solving skills and adaptability in a fast-paced environment.

Education and Experience

• Associate degree required; Bachelor’s degree in finance, business, or related field preferred.
• 2–5 years of operational experience; 1–2 years in a financial planning firm preferred.
• Willingness to obtain FPQP® designation and pursue continuing education.

Benefits

• Paid time off (sick or vacation)
• Paid national holidays
• Financial assistance for professional certifications and continuing education
• Incentive pay based on reaching quarterly goals and revenue growth