Future Opening: Client Service Associate

Apscareerportal; Delray Beach (FL); Presencial; USD 42 000 - 64 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k)

Health insurance

Paid time off

Vision insurance

Resumo da oferta

Atlantic Avenue Advisors is seeking a Client Service Associate to provide day-to-day administrative and operational support to the advisory team. You will coordinate meetings with clients and prospects, assist with onboarding and Fidelity-related account processes, and help ensure tasks are completed accurately and efficiently.

The role emphasizes strong organization, proactive follow-through, and professional communication in a client-centric environment.

Qualificações

• Experience in financial services or client-service environments preferred.
• Experience supporting a financial advisor is strongly preferred.
• Familiarity with Fidelity or another major custodian is preferred.
• Excellent written and verbal communication skills.
• Strong organizational and time-management skills.
• Ability to handle confidential client and business information with discretion.
• Ability to work independently while collaborating with the advisor and team.

Responsabilidades

• Provide day-to-day administrative and operational support to the advisor.
• Coordinate and schedule meetings with clients and prospects.
• Assist with onboarding and account-opening processes.
• Prepare client meeting materials and organize information for appointments.
• Manage advisor calendars and assist with meeting preparation and follow-up.
• Handle routine service requests, including account maintenance and documentation.
• Maintain organized client files and records, notes, and documentation.
• Respond to routine client inquiries and route questions to the appropriate advisor.
• Support prospect follow-up and relationship-management activities.

Conhecimentos

Organizational skills

Time management

Communication skills

Client service

Attention to detail

Independent with team

Ferramentas

Fidelity

Descrição da oferta de emprego

Future Opening: Client Service Associate

Full Time Atlantic Avenue Advisors

• 401(k)
• Health insurance
• Paid time off
• Vision insurance

Position Summary

We are seeking a highly organized and service-oriented Client Service Associate to provide day-to-day administrative and operational support to the advisory team.

This position will play an important role in supporting the advisor, coordinating meetings with clients and prospects, assisting with routine client service needs, and helping ensure daily tasks are completed accurately and efficiently. The Client Service Associate will also provide direct administrative support to Sandy and assist with the organization and follow-through of ongoing client and practice-related activities.

Key Responsibilities

• Provide day-to-day administrative and operational support to the advisor.
• Assist Sandy with daily tasks, follow-up items, scheduling, correspondence, and general practice support.
• Coordinate and schedule meetings with existing clients and prospective clients.
• Manage advisor calendars and assist with meeting preparation and follow-up.
• Communicate with clients and prospects regarding scheduling, documentation, meeting logistics, and routine administrative matters.
• Prepare client meeting materials and organize information needed for upcoming appointments.
• Assist with new client onboarding and account-opening processes.
• Prepare, process, and track account paperwork through Fidelity.
• Assist with account maintenance requests, including updates to client information, beneficiary changes, distributions, transfers, and other routine service requests.
• Track outstanding paperwork and follow up with clients, Fidelity, and internal team members as needed.
• Assist with electronic signature processes and document collection.
• Maintain organized and accurate client files, records, notes, and documentation.
• Monitor outstanding client service items and help ensure requests are completed in a timely manner.
• Respond to routine client inquiries and route advisory, investment, or planning questions to the appropriate registered advisor.
• Assist with prospect follow-up and coordination at the direction of the advisor.
• Support client appreciation, outreach, and relationship-management activities as needed.
• Coordinate with Fidelity and other service providers to research and resolve routine account-related issues.
• Provide general administrative support, including document preparation, data entry, correspondence, filing, and internal organization.
• Assist with special projects and other practice-management responsibilities as assigned.

Qualifications

• Previous experience in financial services, wealth management, banking, professional services, or a client-service environment preferred.
• Experience supporting a financial advisor or advisory practice is strongly preferred.
• Familiarity with Fidelity or another major investment custodian is preferred.
• Strong organizational and time-management skills.
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to manage multiple priorities simultaneously.
• Professional and comfortable communicating directly with clients and prospective clients.
• Ability to work independently while also collaborating closely with the advisor and broader team.
• Strong follow-through and ability to proactively identify outstanding tasks.
• Ability to handle confidential client and business information with discretion.
• Comfortable learning and utilizing financial-services technology and internal systems.

Core Competencies

• Client Service
• Scheduling & Calendar Management
• Organization & Follow-Through
• Attention to Detail
• Professional Communication
• Administrative Support
• Problem Solving
• Confidentiality & Discretion

Non-Registered Role Parameters

This position is not responsible for providing investment advice, making securities recommendations, discussing the merits of specific investments, or performing other activities requiring securities registration. Any questions regarding investments, financial planning, portfolio recommendations, or advisory services should be referred to the appropriate registered advisor.

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