Financial Planning Client Services Associate

Advisor Talent Solutions; Solon (OH); On-site; USD 39,600 - 48,400; Full time

Benefits offered by this job

PTO

401k

Bonus potential

Job summary

Alpha Planning in Solon, OH seeks a Client Service Associate who is highly detail-oriented and resourceful to support our boutique advisory team. You will help prepare client data, manage paperwork for weekly meetings, and learn our process for advisors’ recommendations.

The role offers growth into client-facing advisory or managerial paths, with training and mentorship. Expect 40-hour weeks with occasional evenings for client events and future opportunities in financial planning.

Qualifications

• Must have strong attention to detail and accuracy in all tasks.
• Proficient in Microsoft Excel and able to manage data accurately.
• 1+ years of work experience with detail-oriented responsibilities.
• Ability to prioritize tasks and work independently after training.
• Willingness to learn and grow into advisory paths.

Responsibilities

• Prepare client data and paperwork for weekly meetings (15–20 appointments).
• Master multiple software systems to support client needs and meeting prep.
• Coordinate pre- and post-meeting tasks for smooth client interactions.
• Assist with trades support and handling client paperwork during meetings.
• Learn and apply the process for preparing advisors’ recommendations.
• Contribute to operational problem solving with a fresh perspective.
• Support client-facing tasks with growth into basic financial planning requests.
• Pursue growth toward management or advisory roles.

Skills

Attention to detail

Excel proficiency

Prioritization

Problem solving

Independent work

Education

High school diploma

Bachelor’s degree (bonus)

Tools

CRM platforms

Financial planning software

AI tools (ChatGPT)

Job description

Alpha Planning in Solon, OH seeks a Client Service Associate who is highly detail-oriented and resourceful to support our boutique advisory team. You will help prepare client data, manage paperwork for weekly meetings, and learn our process for advisors’ recommendations.

The role offers growth into client-facing advisory or managerial paths, with training and mentorship. Expect 40-hour weeks with occasional evenings for client events and future opportunities in financial planning.