Client Service Associate - Clearwater, FL
About The Position
If you're the kind of person who takes pride in getting the details right, following through, and creating a polished client experience, this role gives you the chance to make a real impact every day. This opportunity is ideal for someone who thrives behind the scenes but understands just how important great service is to the client relationship. You will help keep onboarding, service requests, paperwork, meeting preparation, and follow-up moving smoothly so advisors can stay focused on planning and relationships. The right person for this role is organized, responsive, coachable, and process driven. You enjoy bringing order to moving parts, communicating clearly with clients and internal partners, and making sure nothing slips through the cracks.
Requirements
- 1 to 3+ years of experience in client service, operations, or administrative support within wealth management, an RIA, a broker-dealer, a custodian, insurance, annuities, or a closely related environment.
- Strong organizational skills, attention to detail, and the ability to manage multiple priorities without losing momentum.
- Excellent written and verbal communication skills with a client-first mindset.
- Comfort learning CRM platforms, custodian systems, and detailed forms-based workflows.
- Strong proficiency with Outlook and Excel and confidence learning new systems quickly.
- A coachable, accountable approach and the ability to implement feedback quickly.
Nice To Haves
- Experience supporting annuities, insurance processing, or electronic application workflows.
- Experience assisting with educational workshops, client events, or related outreach.
- Familiarity with platforms such as Redtail, Schwab, Fidelity, or National Financial Services.
Responsibilities
- Own onboarding workflows from initial information gathering through account opening and funding.
- Prepare, review, and submit custodial and firm paperwork while tracking each case through completion.
- Help prevent errors and NIGOs by double-checking details, following process checklists, and maintaining clean documentation standards.
- Handle day-to-day client service needs including account updates, money movement, transfers, deposits, withdrawals, beneficiary changes, and related account maintenance.
- Communicate with clients and third parties such as custodians, attorneys, CPAs, and insurance carriers with warmth, professionalism, and urgency.
- Prepare for client meetings by organizing documents, gathering information, and coordinating pre-meeting tasks.
- Execute post-meeting follow-up by updating records, processing action items, and ensuring commitments are completed on schedule.
- Maintain accurate notes, tasks, and workflow visibility in the CRM so the team always has the right context.
- Support annuity and insurance processing workflows, signatures, and electronic applications when applicable.
- Identify process gaps and contribute ideas that improve checklists, communication, and workflow consistency.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
