Financial Planning Client Services Associate

Jobtailor; Dublin (OH); On-site; USD 42,000 - 62,000; Full time

Job summary

Jobtailor is seeking an administrative professional to support a financial advisor with client service, meetings, and paperwork. The role includes preparing financial plans, investment research, and trade processing, plus handling meeting logistics and new business documentation.

The candidate should have 3–5 years of client service experience, strong organizational and analytical skills, and the ability to manage multiple priorities with minimal supervision.

Qualifications

• Associate degree or equivalent is required.
• 3-5 years of relevant experience.
• Experience in a client service environment.
• Detail oriented with strong math and analytical skills.
• Good organization and time management skills.
• Able to manage multiple priorities and work independently.
• Able to communicate with all levels within the organization.
• Process oriented and able to work with a team.
• Strong computer and software skills.
• Applicants must have valid work authorization in the United States (no visa sponsorship).

Responsibilities

• Assist advisor in servicing clients, including preparing financial plans, conducting investment research, and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, creating agendas and meeting summaries, escorting clients to advisors, and providing follow-up.
• Prepare and ensure new business paperwork is submitted in good order, including forms, signatures, home-office documentation, insurance applications, and rollovers.
• Prepare and coordinate marketing events, including marketing compliance documentation and event marketing reimbursement.
• Provide general administrative duties, including answering the advisor's phone, processing expense management reports, preparing client correspondence, supporting closes, setting up client files, and handling new business correspondence and alerts.
• Provide branch reception and administrative support as needed.

Skills

Client service

Analytical skills

Organizational skills

Time management

Detail oriented

Effective communication

Team collaboration

Independent work

Prioritization

Strong computer skills

Education

Associate degree or equivalent

Tools

Contact Manager Software

Office Software

Expense Management Tools

Job description

Jobtailor is seeking an administrative professional to support a financial advisor with client service, meetings, and paperwork. The role includes preparing financial plans, investment research, and trade processing, plus handling meeting logistics and new business documentation.

The candidate should have 3–5 years of client service experience, strong organizational and analytical skills, and the ability to manage multiple priorities with minimal supervision.