Client Service Associate

Client Service Associate

Full-Time, In-Office | Tallahassee, FL ABOUT THE ROLE 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. KEY 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 QUALIFICATIONS • Prior administrative, office, or client service experience preferred • Strong organizational skills and attention to detail • Professional written and verbal communication skills • Comfortable managing confidential and sensitive information • Proficiency in Microsoft Office (Word, Excel, Outlook) • Understanding of Social Media and Digital Practice Management • Financial services or wealth management experience a plus, not required COMPENSATION & BENEFITS Competitive salary, commensurate with experience. [Benefits details to be confirmed.