Client Service Associate
Coastal Wealth•Tallahassee, FL
•Onsite
About The Position
Lester Hamrick, financial advisor with Coastal Wealth, is seeking a detail-oriented and personable Client Service Associate to support the daily operations of his Tallahassee practice. This role is central to delivering a smooth, professional client experience while keeping the office organized and running efficiently.
Requirements
- Strong organizational skills and attention to detail.
- Professional written and verbal communication skills.
- Comfort managing confidential and sensitive information.
- Proficiency in Microsoft Office (Word, Excel, Outlook).
- Understanding of social media and digital practice management.
Nice To Haves
- Prior administrative, office, or client service experience preferred.
- Financial services or wealth management experience is a plus, but not required.
Responsibilities
- Manage daily administrative and office operations.
- Answer and coordinate phone calls, emails, and client communications.
- Schedule meetings, appointments, and follow-ups.
- Assist with preparation and organization of client and business documents.
- Maintain accurate records and confidential information.
- Support the team with presentations, reports, and general administrative projects.
- Coordinate with clients, team members, and professional partners.
- Help maintain an organized and welcoming office environment.
- Provide professional communication and customer service.
- Assist with special projects and other responsibilities as the business grows.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
