Client Service Associate

Position Summary Fellowship Financial Group is seeking a Client Service Associate to join our team in Maitland, FL. This role is essential in supporting our advisors and clients through seamless coordination of retirement planning services, account management, and daily operations. You'll work closely with both clients and internal team members to ensure exceptional service delivery and smooth execution of financial transactions. The ideal candidate thrives in a team-oriented environment and excels at building strong relationships across all levels of the organization. You'll be responsible for managing retirement income distributions, coordinating annuity applications, maintaining accurate documentation, and serving as a trusted point of contact for client inquiries. This position offers the opportunity to make a meaningful impact on clients' financial well‑being while working collaboratively with experienced financial professionals. Key Responsibilities Client Service & Coordination Deliver responsive, high‑quality client service and resolve issues end‑to‑end Serve as liaison between clients and advisors, ensuring clear communication Retirement Income Support Execute distributions, RMDs, and withdrawals accurately Prepare client‑ready meeting materials (income summaries, plans, updates) Annuity & Case Management Manage annuity applications, transfers, and rollovers through completion Operations & Account Management Support account opening, transfers, and maintenance (ACATs, paperwork) Maintain accurate, audit‑ready documentation CRM & Reporting Track service metrics and ensure all tasks and follow‑ups are completed and documented Required Qualifications 1+ years minimum in wealth management, financial services, retirement planning, or insurance Strong organizational and time‑management skills Proficiency in Microsoft Office; CRM experience (e.g., Redtail, Salesforce, Wealthbox) preferred Preferred Qualifications Bachelor's degree preferred (Finance, Business, or related field) Knowledge of retirement income concepts (RMDs, distributions, Social Security) Annuity or insurance experience Familiarity with tools like Orion, Tamarac, or Black Diamond FINRA licenses (Series 7, 63/65/66) or Life & Annuities license Compensation, Benefits, & Schedule Salary: TBD Benefits Paid time off such as PTO, sick days, and vacation days Health, Dental, and Vision insurance Retirement benefits or accounts Schedule Monday - Thursday 8:30 - 5:30 Friday 8:30 - 2:00 #J-18808-Ljbffr Better Talent