Client Service Associate - Wealth Management

Client Service Associate - Wealth Management Company Overview Fellowship Financial Group empowers clients through education-driven financial planning. Our comprehensive seven-step process helps individuals and families avoid common retirement pitfalls and align their financial strategies with long-term goals. We believe peace of mind begins with understanding — and our mission is to help clients make informed decisions with confidence, clarity, and the support of a trusted advisor. Our firm fosters a collaborative, high-performance culture built on integrity, innovation, and exceptional service. If you’re passionate about supporting meaningful client relationships and want to contribute to a respected financial services team, we invite you to grow with us. 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 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 Annual Salary: $60k-$70K based on experience Paid time off such as PTO, sick days, and vacation days #J-18808-Ljbffr