Client Services Lead for Wealth Planning

Leading Financial Advisory Firm; Winter Park (FL); Sur place; USD 65 000 - 80 000; Plein temps

Avantages offerts par ce poste

Salary 65K-80K

Bonus program

Health insurance

Disability & life coverage

Retirement plan with employer match

PTO & paid holidays

Professional development budget

Mon-Fri schedule

Résumé du poste

PF Wealth Partners in Winter Park, FL is seeking a Client Service Associate to provide top-notch support to clients and advisors. The role emphasizes client-first service, onboarding, and proactive problem solving within a collaborative team environment.

You will work on calendar management, meeting prep, and accurate processing of account paperwork while leveraging CRM tools to maintain client records. The position offers a balanced schedule and opportunities for professional growth.

Qualifications

• 3 years of financial services experience, preferably supporting advisor(s).
• Adept and skilled with technology, 3rd party software, and Microsoft Office products (Word, PowerPoint, Excel, etc.).
• Experience with CRM Software / Database is a plus (e.g., Advisor360, Salesforce, Redtail).

Responsabilités

• Respond to client requests – you will be the clients’ first point of contact.
• Assist Advisors with client meeting prep and follow-up tasks.
• Process account opening applications, transfer paperwork, money movements and/or other administrative tasks.
• Calendar Management for Financial Advisor including client appointments.
• Manage client onboarding experience.
• Document and manage info in our CRM - Redtail.
• Help identify process improvements to make this role even better over time.

Description du poste

PF Wealth Partners in Winter Park, FL is seeking a Client Service Associate to provide top-notch support to clients and advisors. The role emphasizes client-first service, onboarding, and proactive problem solving within a collaborative team environment.

You will work on calendar management, meeting prep, and accurate processing of account paperwork while leveraging CRM tools to maintain client records. The position offers a balanced schedule and opportunities for professional growth.