Hybrid Client Services & Paraplanning Specialist

Grace Lane Financial Partners; Austin (TX); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Paid time off (sick or vacation)

Paid national holidays

Financial assistance for professional certifications

Incentive pay based on reaching quarterly goals

Job summary

A financial planning firm in Austin, Texas is seeking a Client Service Associate to empower clients by providing tailored financial strategies. This role includes managing client interactions, onboarding, and supporting the firm's operations. The ideal candidate is required to have 2–5 years of operational experience, strong communication skills, and a willingness to pursue further education in finance. The company offers a hybrid work model along with benefits such as paid time off and financial assistance for certifications.

Qualifications

• 2–5 years of operational experience; 1–2 years in a financial planning firm preferred.
• Willingness to obtain FPQP® designation and pursue continuing education.

Responsibilities

• Serve as the primary client contact, ensuring timely communication and exceptional service.
• Manage onboarding and account setup, including paperwork and rollovers.
• Schedule and prepare client meetings; maintain accurate records in CRM.
• Assist with compliance reporting and contribute to process improvements.

Skills

Excellent written and verbal communication skills

Strong time management and organizational abilities

Ability to learn new software quickly and work independently

Financial planning acumen and analytical skills

Attention to detail

Problem-solving skills and adaptability

Education

Associate degree required

Bachelor’s degree in finance, business, or related field preferred

Job description

A financial planning firm in Austin, Texas is seeking a Client Service Associate to empower clients by providing tailored financial strategies. This role includes managing client interactions, onboarding, and supporting the firm's operations. The ideal candidate is required to have 2–5 years of operational experience, strong communication skills, and a willingness to pursue further education in finance. The company offers a hybrid work model along with benefits such as paid time off and financial assistance for certifications.