Posted 01/07/2026
Job Number: 15198
Client Service Associate
Orlando, FL • Onsite
Industry: Financial Services
Job Category: Wealth Management
Job Type: Direct Hire
Salary: $60,000 - $75,000/Annually
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Job Description
A growing financial advisory firm is hiring a Client Service Associate to support Financial Planners and Advisors by keeping client relationships, paperwork, and follow-ups moving seamlessly. This role is the operational glue between advisors and clients, owning communication, tracking details, and ensuring nothing slips through the cracks. You’ll support two advisors managing a large book of business, spend significant time on the phone with clients, and play a critical role in delivering a polished, high-touch client experience. This role is ideal for a proactive, detail-driven professional who’s comfortable talking to clients, thrives on follow-up, and wants to grow inside a high-performance, coaching-oriented environment.
Client Service Associate Responsibilities:
- Serve as a primary support partner to Financial Planners and Advisors
- Communicate with clients via phone and email to move paperwork and requests forward
- Follow up with clients to ensure forms, documents, and approvals are completed
- Track client requests and ensure processes stay on schedule
- Support advisors with ongoing client service needs and administrative tasks
- Maintain accurate client records and documentation across systems
- Assist with operational and back-office tasks tied to client accounts
- Optionally support client events outside normal hours
Client Service Associate Requirements:
- 2 – 3 years of experience in financial services in a similar support or client service role
- Strong phone presence and confidence communicating with clients
- Highly organized, task-oriented, and detail-focused
- Proven ability to manage follow-ups and multiple priorities simultaneously
- Proficiency with Microsoft Office
- Coachable mindset and willingness to follow a proven process
- Experience with CRM and financial planning tools is a plus
- Degree preferred, but not required; experience matters most
Benefits:
· Multiple bonus opportunities
- Medical, dental, and vision insurance
- 401(k) with company match after 6 months
- Generous PTO
- Paid shutdown during the week of Christmas if performance goals are met
- Paid opportunities to support evening client events
- Clear growth paths into advisory, operations, marketing, or long-term CSA leadership
- High-accountability, team-driven culture that rewards effort, loyalty, and results
This is a strong opportunity for someone who wants to learn fast, contribute meaningfully, and grow with a firm that values coaching, competition, and long-term careers. Apply now! #LI-SB1
Job ID: a0CUm00003cSCiNMAW
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