Senior Client Service Associate — Financial Planning

TalentLink Solutions; Frisco (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Collaborative culture

Job summary

TalentLink Solutions, a fast-growing financial planning firm in Frisco, Texas, seeks an Experienced Client Service Associate to join a collaborative team. You will manage service requests, open accounts, coordinate client meetings, and maintain client communications with accuracy and a service-first mindset.

You will support advisors by scheduling, preparing reviews, and ensuring confidential data is securely stored.

Qualifications

• Bachelor’s degree highly preferred, or equivalent work experience.
• 3–5 years of experience in a client-facing role, ideally in an RIA environment supporting financial advisors.
• Knowledge of industry software such as Wealthbox, Altruist, and RightCapital preferred; proficient with Microsoft Office.

Responsibilities

• Communicate, process, and follow up with clients on service needs and requests from start to finish.
• Coordinate with advisors and clients to complete account paperwork, checks, transfers, and keep accounts in good standing.
• Conduct three-way 401(k) rollover calls with clients and custodians.
• Support scheduling, meeting prep, and post-meeting action items for client reviews.
• Create and maintain accurate client records in the CRM system (Wealthbox).
• Monitor and streamline workflows for client service and business operations tasks.
• Answer and route calls, assist clients directly or take messages for team members.
• Deliver superior client service and troubleshoot problems as liaison between advisors and clients.

Skills

Communication skills

Time management

Team player

Client service mindset

Tech savvy

Education

Bachelor’s degree or equivalent

Tools

Wealthbox

Altruist

RightCapital

Microsoft Office

Job description

TalentLink Solutions, a fast-growing financial planning firm in Frisco, Texas, seeks an Experienced Client Service Associate to join a collaborative team. You will manage service requests, open accounts, coordinate client meetings, and maintain client communications with accuracy and a service-first mindset.

You will support advisors by scheduling, preparing reviews, and ensuring confidential data is securely stored.