Client Service Associate

Job Description

• Serve as a point of contact for clients via phone and email.

• Assist with account maintenance, including opening new accounts, processing changes, purchases, withdrawals, transfers, and distributions.

• Prepare and send reports, statements, and other client documents; coordinate meeting materials, agendas, and follow up items for advisors.

• Document all client interactions and follow up tasks in Redtail CRM to ensure timely and accurate completion.

• Maintain accurate client information in firm systems and databases, including contact details, account data, and planning notes.

• Process paperwork and financial transactions accurately; review items “not in good order” and work with clients and advisors to correct them.

• Monitor client issues and promptly inform the advisor of matters requiring their attention or judgment.

• Stay current on firm procedures, industry rules, and compliance requirements relevant to client service and operations.

• Participate in branch operations meetings, trainings, and occasional conferences; assist with special projects as assigned.

57,000k - 65,000k

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

Desired Experience and Skills

• Financial services experience preferred, but not required.

• Strong ability to build and maintain client relationships with a professional, service oriented mindset.

• Excellent oral and written communication skills.

• High level of organization, attention to detail, and ability to work independently.

• Proven problem solving ability, critical thinking skills, and comfort researching answers to client questions.

• Ability to anticipate client and advisor needs, manage competing deadlines, and follow through reliably.

• Genuine interest in investments, financial planning, and growing into a future advisory or planner role. Technology and Tools

• Redtail CRM, Advyzon, DocuSign, MoneyGuide Pro, Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).

• Various investment and insurance company websites and platforms used in day to day client servicing and planning support.