Financial Services: Client Care & Onboarding Specialist

ASL Financial, LLC; Winter Park (FL); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Health Insurance

Long-term Disability and Group Life

Retirement Plan with Employer Match

Generous PTO & Paid Holidays

Professional Development Budget

Bonus / Incentive Program

Job summary

PF Wealth Partners, a growing financial planning firm in Winter Park, Florida, seeks a Client Service Associate to join our team. You’ll be the first contact for clients, support advisors, and help coordinate meetings and administrative tasks.

Responsibilities include onboarding, processing paperwork, calendar management, and CRM data upkeep. We value proactive problem solving and improvement ideas to enhance client experiences.

Qualifications

• 3 years of financial services experience, preferably supporting advisor(s).
• Experience with CRM software such as Advisor360, Salesforce, Redtail, etc.
• Experience with Microsoft Office products (Word, PowerPoint, Excel).
• Experience with LPL systems is NOT required but a big plus.

Responsibilities

• 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 various industry specific administrative tasks.
• Calendar Management for Financial Advisor including client appointments.
• Manage client onboarding experience.
• Document and manage info in our CRM - Redtail.
• We are always striving to improve our processes, and we want your help to identify areas where we can improve.

Skills

Prioritization

Problem-solving

Deadline-driven

Organization

Attention to detail

Independent worker

Time management

Communication

Tools

Microsoft Office

Redtail CRM

Salesforce

Advisor360

Job description

PF Wealth Partners, a growing financial planning firm in Winter Park, Florida, seeks a Client Service Associate to join our team. You’ll be the first contact for clients, support advisors, and help coordinate meetings and administrative tasks.

Responsibilities include onboarding, processing paperwork, calendar management, and CRM data upkeep. We value proactive problem solving and improvement ideas to enhance client experiences.