Client Success & Operations Associate

Financial Life Advisors; San Antonio (TX); On-site; USD 42,000 - 60,000; Full time

Job summary

Financial Life Advisors is a planning-first firm dedicated to lifelong client relationships. We seek a Client Service Associate to support advisors by executing client service workflows, onboarding clients to portals and digital access, and maintaining accurate documentation.

You will coordinate client requests, keep clients informed on status, escalate when needed, and help ensure a positive client experience throughout the service lifecycle.

Qualifications

• Associate or bachelor’s degree preferred or equivalent education and experience.
• 2+ years in client service, financial services, operations, or administrative support.
• Financial services experience preferred.
• Attention to detail, discretion/confidentiality, judgement, and follow through.

Responsibilities

• Respond to client service requests professionally and coordinate follow-up on advisor commitments.
• Provide routine account, service, and operational status updates within role scope.
• Escalate advisor-level, relationship, planning, investment, or exception matters promptly.
• Support a responsive, organized, and consistent client experience throughout the service lifecycle.
• Guide clients through portal registration, Schwab Alliance enrollment, and digital access setup.
• Assist with routine portal, custodian, and account-access questions or issues.
• Introduce the firm’s service model and expectations for routine service requests.
• Serve as the primary operational contact for routine client service needs.
• Prepare meeting materials, planning reports, client documentation, and meeting rooms.
• Coordinate implementation and follow-up from planning recommendations.
• Support tax planning workflows and coordinate documentation requests among advisors, clients, and CPA partners.
• Support account establishment, maintenance, transfers, money movement, and related service activities.

Skills

Communication

Multitasking

Attention to detail

Client-first mindset

Education

Associate or Bachelor's degree or equivalent

Tools

CRM systems

Microsoft Office

Job description

Financial Life Advisors is a planning-first firm dedicated to lifelong client relationships. We seek a Client Service Associate to support advisors by executing client service workflows, onboarding clients to portals and digital access, and maintaining accurate documentation.

You will coordinate client requests, keep clients informed on status, escalate when needed, and help ensure a positive client experience throughout the service lifecycle.