Hybrid Client Service Associate - Financial Planning

The Strategic Implementer; Los Gatos (CA); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

401(k) after 1 year

Mentorship and learning opportunities

Flexible schedule

Great working environment with growth

Job summary

ASL Financial, LLC is seeking an experienced Client Service Associate to join our team in Los Gatos, CA on a hybrid schedule. You will handle client requests, support Advisors with meeting prep, and manage routine account administration.

The ideal candidate has 2+ years in financial services, strong organization, excellent communication, and comfort with NaviPlan. We offer growth opportunities, mentorship, a flexible schedule, and a starting salary of $80,000–$100,000.

Qualifications

• 2 years of financial services experience.
• Ability to prioritize tasks, problem-solve, and meet deadlines.
• Organization skills and attention to detail.
• Ability to anticipate client and advisor needs.
• Ability to work independently while prioritizing projects.
• Ability to learn and implement new technology and software quickly.

Responsibilities

• Respond to client requests with timeliness and accuracy in mind.
• 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.
• Manage brokerage tasks.
• Initiate, manage, and tweak workflows.
• Data input into our financial planning software - NaviPlan.

Skills

Client service

Time management

Attention to detail

Communication

Independence

Tools

NaviPlan

Job description

ASL Financial, LLC is seeking an experienced Client Service Associate to join our team in Los Gatos, CA on a hybrid schedule. You will handle client requests, support Advisors with meeting prep, and manage routine account administration.

The ideal candidate has 2+ years in financial services, strong organization, excellent communication, and comfort with NaviPlan. We offer growth opportunities, mentorship, a flexible schedule, and a starting salary of $80,000–$100,000.