Client Service Associate (Financial Services)

Location: Clearwater, Florida, United States. Hybrid schedule with at least four days per week in the office and flexibility to work from home one day per week.

Company

A diversified financial services organization providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.

What you will do

• Support advisors with client servicing, financial plan preparation, investment research, trades, and transactions.
• Schedule and confirm client meetings, prepare agendas and summaries, maintain contact data, and coordinate follow-up.
• Prepare new business paperwork, obtain signatures, submit documentation to the home office, track insurance applications, and coordinate rollovers.
• Coordinate marketing events, including compliance documentation and reimbursement administration.
• Provide reception and administrative support, including phone coverage, expense reports, client correspondence, file setup, and operational alerts.

Requirements

• Associate degree or equivalent; three to five years of relevant experience.
• Experience in a client service environment, preferably within financial services.
• Strong attention to detail, mathematics, analytical, organizational, and time-management skills.
• Ability to manage multiple priorities independently with minimal supervision.
• Strong communication, teamwork, process orientation, and computer/software skills.
• Must have valid United States work authorization without current or future visa sponsorship requirements.

Nice to have

• Bachelor’s degree or equivalent.

Culture & Benefits

• In-person collaboration is foundational to the client-centric, relationship-based work environment.
• Training, mentoring, and licensing support are available for career development.
• Work from home flexibility is available one day per week, subject to role-specific expectations.
• Inclusive and accessible recruitment process with reasonable accommodation support.