Client Services Associate

Client Services Associate Job Description The Client Services Associate provides full support to one or more Advisors & will primarily manage the execution of all Advisors’ recommendations, preparation & closure of client meetings. Those responsibilities include data collection for investment analysis & operations, risk management implementation & service, and drafting client communication. This position will allow the associate to get broad exposure to an integrated financial planning practice. Responsibilities Insurance Operations Prepare insurance documents for client meetings Assist clients through the insurance application process through underwriting to policy delivery Monitor case progress and follow‑up proactively Manage insurance policy servicing Investment Operations Prepare investment documents for client meetings Open and fund new accounts Execute account transfer, rollovers, and money‑movement requests Manage investment servicing Client Correspondence Answer inbound phone & email inquiries Handle client service requests Proactively communicate with VIV Wealth Partners team and clients regarding account onboarding and servicing Daily Time Spent (Approx.) 80% Operational Tasks 10% Long Term Projects 10% Case Prep Qualifications BA/BS Degree required; Financial Planning/Finance/Economics/Business Major highly preferred Life & Health and Series 7 preferred Must have strong organizational & prioritization skills Excellent follow‑up & follow‑through capabilities Task oriented Professional attitude, flexibility, demeanor, & appearance Must be an above-average communicator with exceptional interpersonal skills Must have an understanding of investments & general financial knowledge Previous work experience in the financial industry is preferred Must be able to demonstrate ability to build & maintain client relationships and trust Salary/Benefits $65K - $105K depending on experience Medical, dental and vision with 100% of medical premiums covered by Viv Wealth Partners 4% company 401k match Hybrid work schedule Long term disability Unlimited PTO Bonus eligibility Licensing Track All associates must obtain Life & Health, SIE, Series 7, and Series 63 within the first 6 months of employment. All costs (study materials & exam) for the first try are covered by employer. EEO Statement We are an equal opportunity/affirmative action employer. All qualified applicants will receive consideration without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age, or status as a protected veteran, or any other characteristic protected by law. #J-18808-Ljbffr