Client Services Associate

One Day In July | Financial Advisors; Saint Petersburg (FL); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Mac laptop

Sit-stand desk

Private work areas

Paid vacation

401k plan with matching

Job summary

One Day In July, based in St. Petersburg, FL, seeks a Client Services Associate to support the advisor team, handle client communications, and streamline onboarding processes.

You will review materials, update records in Schwab and CRM, coordinate paperwork, and coordinate meetings while maintaining confidentiality and fiduciary standards. The role requires travel for occasional events and a strong client-service mindset.

Qualifications

• Provide superior client service and maintain accurate records.
• Communicate clearly in writing and verbally.
• Understand investment concepts and fiduciary standards.

Responsibilities

• Assist Advisor Team with calls and schedule meetings.
• Review client materials and onboarding documentation.
• Update client records in Schwab and CRM.
• Coordinate with clients to complete paperwork.
• Prioritize tasks and manage deadlines.
• Learn day-to-day operations and train others.
• Plan and attend occasional offsite events with travel.

Skills

Excellent communicator

Attention to detail

Organizational skills

Financial concepts

Proactive problem solving

Tools

Charles Schwab

CRM system

Job description

Headquartered in Burlington, Vermont, One Day In July is a rapidly growing investment firm committed to disrupting the financial industry with a focus on reducing fees and improving portfolio performance for investors.

One Day In July provides investment management and fiduciary financial advice, generally focused on index funds, to clients across the United States. Our growth has been rapid, and we are expanding our administrative team to help ensure the firm can continue to meet its high standards for excellent client service while remaining in compliance with all applicable regulations. This position will work with our experienced financial advisor team and will be based out of our St. Petersburg, FL location to service clients in the area.

Click here to read about our firm's culture and priorities.

Job Description

As a Client Services Associate at One Day In July, you will assist the financial advisors with the following duties:

• Assist Advisor Team with calls from both prospective and existing clients; schedule meetings and manage client meetings.
• Review materials related to new clients and accounts to ensure proper documentation and help facilitate a smooth onboarding process.
• Update client records, organize communications and take corrective action as needed in both Charles Schwab and the company CRM.
• Coordinate with clients to complete various paperwork and other tasks.
• Prioritize and track items that need to be accomplished while managing deadlines.
• Become an expert in the day-to-day activities of the business and be able to train others.
• This role requires you to plan, set up, and attend occasional offsite events. You must have reliable transportation and a willingness to travel, along with the ability to transport supplies to and from events.

A strong candidate will:

• Have a proven record of providing superior client service, attention to detail, and documentation.
• Be an excellent communicator, both written and verbal.
• Possess a strong understanding of financial concepts and how they apply to investment management.
• Demonstrate financial acumen and a strong interest in investment management strategies.
• Possess excellent organizational skills.
• Be proactive: identify opportunities and problems and take them to the next level without being asked.
• Focus on processes and controls with the ability to understand and assess risk.
• Have a commitment to maintaining confidentiality and ethical standards.

What's in it for you?

• Feel great about offering an honest, transparent solution to Floridians and Americans trying to save for retirement. One Day In July is a fiduciary: we are legally and ethically obligated to act in our clients’ best interest. (Only 12% of people registered with the securities industry are registered in a way that requires them to be fiduciaries on all accounts.1)
• Win on price: our prices tend to be lower than many of our competitors' prices. It is fun to be in a firm that is winning and taking market share.2
• Join an established but rapidly growing firm.
• Enjoy a low-meeting culture.
• Build a solid foundation for understanding the complex realm of regulatory requirements and compliance best practices applicable to Registered Investment Advisory firms.
• Be part of a friendly, hardworking team that prides itself on mutual respect for one another.
• Develop mastery of subject areas that help clients and other employees.
• $65,000 - $75,000 commensurate with experience.
• This job is full time.
• This job is based in our St. Petersburg, FL office.
• 401k plan with low-cost index funds and One Day In July strategy embedded. No high fee funds (this matters greatly, as you’ll learn if you work here)! Available after meeting eligibility requirements.
• 401k match. Available after meeting eligibility requirements.
• An excellent Mac laptop with a fast processor and retina screen, a sit-down / stand-up desk, plenty of space to work comfortably, relatively private work areas, and other resources for top productivity. Our employees are not cogs in a machine and we don’t treat them that way.
• Paid vacation. Number of weeks commensurate with experience. Includes the luxury of being required (yes, required) by the firm’s founder to disconnect from work on your vacation days.

One Day In July LLC is an equal opportunity employer.

1. “FINRA 2024 Industry Snapshot” FINRA, Dec 13, 2024

2. Source: The Kitces Report, "2024 Financial Planner Productivity Study" Retrieved 10 May 2025. The statement applies to clients with at least $150,000 in assets under management. Clients with lower assets under management are subject to a minimum annual advisory fee that may not be lower than that of our competitors'.