Client Services Associate, Financial Planning

truFP; Cumming (GA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) with a 3% company match

Comprehensive benefits, including Long

Term Disability Insurance

Life Insurance

Health Reimbursement Arrangement

Paid time off, including three weeks'

Job summary

truFP is seeking a highly motivated Client Services Associate to join our fiduciary financial planning team in Cumming, GA. You will support lead advisors and clients, helping to deliver comprehensive financial plans and manage portfolio activity.

The role offers a strong path to growth into a lead planner role for the right candidate, with a salary range of $60,000–$80,000 and not a commission-based role. This is a key internal support position with significant client impact.

Qualifications

• Bachelor's Degree in Finance or Financial Planning.
• 2+ years of experience in a customer service-related role.
• Series 65 License (or ability to obtain within two months).
• Demonstrated motivation and detail oriented.
• Excellent written and oral communication skills.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Provide exceptional client service by responding to inquiries, preparing reports, and addressing client needs.
• Assist lead advisors in creating comprehensive financial plans, including data gathering, analysis, and plan documentation.
• Ensure client assets align with financial plan, risk tolerance, and goals.
• Execute trades as directed by lead advisors and monitor portfolios for rebalancing.
• Prepare for client meetings, summarize key financial data, and follow up on action items.
• Adhere to regulatory requirements and maintain accurate records in the CRM.
• Collaborate with clients' professionals to provide holistic financial solutions.

Skills

Customer service

Attention to detail

Communication skills

Series 65 license

Microsoft Office

Education

Bachelor's Degree in Finance or Financial Planning

Tools

Microsoft Office Suite

Job description

truFP is seeking a highly motivated Client Services Associate to join our fiduciary financial planning team in Cumming, GA. You will support lead advisors and clients, helping to deliver comprehensive financial plans and manage portfolio activity.

The role offers a strong path to growth into a lead planner role for the right candidate, with a salary range of $60,000–$80,000 and not a commission-based role. This is a key internal support position with significant client impact.