Client Service & Operations Associate

Financial Planning Group is a comprehensive wealth management firm dedicated to helping individuals and families achieve their long-term financial goals. The firm provides personalized financial planning, investment management, and retirement strategy services tailored to each client’s needs. Team members collaborate closely with clients to deliver clear guidance and ongoing support. The organization values integrity, transparency, and client-centered service, creating a professional environment focused on consistent, high-quality results. Client Service & Operations Associate We are looking for a high-performing, detail-driven professional who takes ownership, thinks ahead, and executes at a high level. This role sits at the center of our client experience and operations, supporting advisors, managing critical processes, and ensuring nothing falls through the cracks. If you are someone who catches what others miss, follows through without being asked, and takes pride in doing things the right way, you will thrive here. What You’ll Own Client Service, Onboarding & Applications (Core Focus)Own the end-to-end application and onboarding process across insurance, investment accounts, alternative investments, and financial planning Gather, verify, and organize all client data required for applications with precision Prepare, submit, and track applications to completion. Nothing stalls on your watch Produce and maintain all supporting documentation (Right Bridge or equivalent)Proactively follow up on outstanding items with clients, carriers, and custodians Support financial planning onboarding, and invoicing Deliver responsive, professional client service at all times Operations & Advisor Support Keep advisors organized by managing calendars, meetings, and follow-ups Support cash movements, distributions, and lending processes (securities-backed and insurance-backed loans)Prepare client reports, presentations, and annual review materials (CRIA and financial planning clients)Ensure all work meets compliance and documentation standards Communication & Client Experience Act as a reliable point of contact for clients (phone, email, and general inquiries)Draft, proofread, and manage professional client communications Help maintain a consistent, high-quality client experience across all touchpoints Marketing & Events Support the execution of client events and appreciation initiatives Assist with marketing campaigns and client engagement efforts Data, Systems & Process Improvement Maintain clean, accurate client data within CRM and planning systems (e.g., eMoney)Keep audit-ready files and documentation Identify inefficiencies and improve workflows—don’t just follow processes, make them better