Client Services Associate

ClearVista Financial; Waco (TX); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Health Insurance

401(k) Retirement Plan

Generous Paid Time Off

Paid Holidays

Professional Development & Licensing

Job summary

ClearVista Financial is seeking an experienced Client Service Associate who is passionate about delivering an exceptional client experience and thrives in a professional, team-oriented environment. This is a key role within our growing financial planning firm and supports advisors with account management, client communications, and practice operations.

The ideal candidate is highly organized, detail-oriented, proactive, and experienced in financial services.

Qualifications

• 3+ years of client service or operations experience in financial services.
• Excellent organizational and time-management skills.
• Strong written and verbal communication abilities.
• High attention to detail and commitment to accuracy.
• Proficiency in Microsoft Office Suite and CRM software.
• Ability to manage multiple priorities with minimal supervision.

Responsibilities

• Deliver concierge-level client service for clients and prospects.
• Serve as primary contact for client service requests.
• Proactively communicate updates regarding account transfers, service requests, and pending transactions.
• Build and maintain trusted relationships through responsive, professional communication.
• Prepare, process, and track new account applications and related paperwork.
• Coordinate account transfers, rollovers, beneficiary updates, and maintenance requests.
• Monitor pending business and follow through to completion.
• Ensure all documentation is accurate, complete, and compliant.
• Prepare client meeting materials, reports, and account summaries.
• Gather account values and planning information for client review meetings.
• Assist advisors with ongoing planning projects and client communications.
• Support educational workshops, client appreciation events, and marketing initiatives.
• Maintain accurate client records within the firm's CRM.
• Track workflows and service requests to ensure timely completion.
• Generate weekly reports on new business, service activity, and operational metrics.
• Identify opportunities to improve efficiency and streamline processes.
• Maintain organized client records and filing systems.
• Assist with advisor licensing, appointments, and regulatory documentation.
• Support office operations and team initiatives as needed.
• Adhere to all compliance and confidentiality requirements.

Skills

Organizational skills

Time management

Communication skills

Attention to detail

MS Office & CRM

Tools

Microsoft Office Suite

CRM software

Redtail

Wealthbox

Orion

eMoney

MoneyGuidePro

Schwab platform

Fidelity platform

Job description

$50,000 - $65,000 Annually plus bonus(based on experience)

Additional Compensation

• Performance-based bonus opportunities
• Annual compensation reviews
• Defined career advancement path
• Health Insurance
• 401(k) Retirement Plan
• Generous Paid Time Off
• Paid Holidays
• Professional Development & Licensing Support

Employment Type

Full-Time

Build a Career, Not Just a Job

ClearVista Financial is seeking an experienced Client Service Associate who is passionate about delivering an exceptional client experience and thrives in a professional, team-oriented environment.

This is a key role within our growing financial planning firm. The Client Service Associate serves as the operational backbone of the practice, ensuring clients receive outstanding service while supporting advisors with account management, client communications, and practice operations.

The ideal candidate is highly organized, detail-oriented, proactive, and experienced in financial services. This position offers a clear path for professional growth within a firm committed to developing long-term team members.

Responsibilities

Client Service & Relationship Management

• Deliver a concierge-level service experience for clients and prospects.
• Serve as a primary point of contact for client service requests.
• Proactively communicate updates regarding account transfers, service requests, and pending transactions.
• Build and maintain trusted relationships through responsive, professional communication.

New Account & Service Processing

• Prepare, process, and track new account applications and related paperwork.
• Coordinate account transfers, rollovers, beneficiary updates, and maintenance requests.
• Monitor pending business and follow through to completion.
• Ensure all documentation is accurate, complete, and compliant.
• Prepare client meeting materials, reports, and account summaries.
• Gather account values and planning information for client review meetings.
• Assist advisors with ongoing planning projects and client communications.
• Support educational workshops, client appreciation events, and marketing initiatives.

CRM & Operations Management

• Maintain accurate client records within the firm's CRM.
• Track workflows and service requests to ensure timely completion.
• Generate weekly reports on new business, service activity, and operational metrics.
• Identify opportunities to improve efficiency and streamline processes.

Compliance & Administrative Support

• Maintain organized client records and filing systems.
• Assist with advisor licensing, appointments, and regulatory documentation.
• Support office operations and team initiatives as needed.
• Adhere to all compliance and confidentiality requirements.

Qualifications

Required

• 3+ years of client service or operations experience in financial services, wealth management, insurance, banking, or brokerage environments.
• Exceptional organizational and time-management skills.
• Strong written and verbal communication abilities.
• High attention to detail and commitment to accuracy.
• Proficiency in Microsoft Office Suite and CRM software.
• Ability to manage multiple priorities with minimal supervision.

Preferred

• Experience in an RIA, financial planning, or wealth management firm.
• Knowledge of account transfers, retirement accounts, and investment account servicing.
• Experience with Redtail, Wealthbox, Orion, eMoney, MoneyGuidePro, Schwab, Fidelity, or similar platforms.
• Securities or insurance licensing is a plus.

At ClearVista Financial, we believe in developing talent from within. This role offers a defined path for growth, including opportunities to advance to:

• Senior Client Service Associate
• Operations Manager

We invest in the professional development of our team through mentoring, training, and support for industry education and licensing.

Who Thrives Here

The ideal candidate:

• Loves helping clients and solving problems.
• Takes ownership and follows through.
• Enjoys creating organization and efficiency.
• Communicates professionally and confidently.
• Wants to build a long-term career in financial planning and wealth management.
• Shares our commitment to integrity, service, and putting clients first.

If you're looking for a career with growth opportunities, meaningful client relationships, and the chance to be part of a growing financial planning firm, we'd love to hear from you.