Client Service Associate

We are looking for a new Associate to join our team in a client-facing role focused on delivering a consistent, high-quality experience. This position is integral to supporting client relationships, managing service requests, and ensuring accuracy across all interactions.

What this Role Involves:

• Guide insurance and investment applications
• Prepare materials for client meetings (mostly virtual)
• Coordinate schedules and communicate proactively with clients and advisors
• Maintain accurate and up-to-date CRM and client records
• Help resolve client service requests and follow up

What You Offer:

• 2-3+ years' experience in financial services
• Industry licensing is a plus, but not required
• Strong attention to detail and strong organizational skills
• Clear, professional written and verbal communication skills
• Confidence in connecting with clients by phone and email
• Ability to manage multiple priorities independently

Compensation and Next Steps:

Salary typically ranges from $40,000 to $60,000, depending on your experience.

If you’re looking to build your career in financial services, thrive in a collaborative environment, and are committed to delivering an exceptional client experience, we’d love to connect. Apply today to join our team.

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability