Licensed Client Services Specialist Financial Planning Ops

Central Choice Financial; Brainerd (MN); On-site; USD 52,000 - 65,000; Full time

Job summary

Central Choice Financial is seeking a Licensed Client Services Associate to deliver a warm, professional client experience at the door and behind the scenes for advisors. This role blends front-office client service with licensed investment operations in a growing financial planning practice.

You’ll be the first point of contact, handling client greetings, scheduling, filing, and paperwork while supporting advisors and custodians to ensure smooth, accurate service across all client interactions.

Qualifications

• Active FINRA securities licenses or ability to obtain licensing.
• Excellent communication and interpersonal skills.
• Strong computer and Microsoft Office skills.
• Outstanding organizational and time management abilities.

Responsibilities

• Greet clients and create an exceptional office experience.
• Answer phones and assist clients with professionalism and care.
• Schedule appointments and manage advisor calendars.
• Prepare meeting materials and client paperwork.
• Process investment account paperwork and maintenance requests.
• Assist with account openings, transfers, beneficiary updates, and money movements.
• Track investment business from submission through completion.
• Communicate with custodians, clients, and advisors regarding outstanding items.
• Maintain accurate client records within the CRM and other systems.
• Support office operations and collaborate with teammates across departments.

Skills

Active FINRA licenses

Excellent communication

Microsoft Office skills

Organizational & time management

Tools

Redtail CRM

Job description

Central Choice Financial is seeking a Licensed Client Services Associate to deliver a warm, professional client experience at the door and behind the scenes for advisors. This role blends front-office client service with licensed investment operations in a growing financial planning practice.

You’ll be the first point of contact, handling client greetings, scheduling, filing, and paperwork while supporting advisors and custodians to ensure smooth, accurate service across all client interactions.