Client Service & Operations Associate

Position Overview: The Client Service & Operations Associate serves as a key member of the team, ensuring we deliver a best-in-class client experience. This role is ideal for someone who enjoys building relationships, staying organized, solving problems, and providing outstanding support in a professional office environment.

Responsibilities: Serve as a primary point of contact for client needs Prepare and process account paperwork and client documentation Coordinate account openings, transfers, and maintenance requests Maintain accurate client records and database information Support compliance and operational processes Help create a welcoming and professional client experience Identify opportunities to improve office efficiency and workflows

Qualifications: Strong organizational and multitasking skills Excellent verbal and written communication abilities High attention to detail and accuracy Professional and client-focused attitude Proficiency with Microsoft Office and business technology Financial services experience preferred but not required Ability to work independently and as part of a team

What We Offer: Competitive compensation Stable and supportive work environment Opportunity for career growth Professional development and training Meaningful work helping clients achieve their goals Collaborative team culture

Ideal Candidate: The ideal candidate is someone who genuinely enjoys helping people, takes pride in staying organized, and understands that excellent client service is the foundation of a successful financial planning practice.