Client Services Associate

Job Description

Job Description

Client Service Associate — Financial Services

Financial Strategies, Inc. | Bossier City, LA

Job Overview

Financial Strategies, Inc., an independent wealth management practice affiliated with Raymond James Financial Services, is seeking a professional, organized, and motivated Client Service Associate to join our team.

This position plays an important role in supporting our financial advisory practice by providing exceptional client service, coordinating administrative activities, and ensuring daily operations run efficiently.

We are looking for someone who takes initiative, pays close attention to detail, and can manage responsibilities independently while maintaining a professional and welcoming environment for our clients.

Prior financial services experience is preferred but not required. We are willing to train the right individual who demonstrates strong organizational skills, professionalism, and a willingness to learn.

Responsibilities

• Serve as a primary point of contact for clients, responding professionally to telephone calls, emails, and general inquiries.
• Coordinate client appointments, annual financial reviews, and ongoing follow-up communications.
• Assist with opening new investment accounts, account maintenance, transfers, and other routine administrative transactions.
• Prepare, organize, and process financial account documentation accurately and efficiently.
• Maintain client records and track outstanding requests to ensure timely follow-through.
• Communicate with financial advisors, investment management firms, and other service providers as needed.
• Proactively identify administrative needs and help ensure routine tasks are completed without constant supervision.
• Assist with general office operations, including scheduling, correspondence, supplies, and vendor coordination.
• Maintain confidentiality and follow applicable financial services policies and procedures.

Qualifications

Required:

• Previous experience in an administrative, client service, or professional office environment.
• Excellent written and verbal communication skills.
• Strong organizational abilities and attention to detail.
• Proficiency with Microsoft Office and general computer applications.
• Ability to prioritize multiple responsibilities and meet deadlines.
• Demonstrated initiative, problem-solving ability, and willingness to learn.
• Professional demeanor and ability to handle confidential information appropriately.

Preferred:

• Experience in financial services, banking, insurance, accounting, or a related professional environment.
• Familiarity with financial account documentation and processing.
• Experience with customer relationship management (CRM) systems.
• Previous experience supporting financial advisors or other professional service providers.

What We Offer

• Competitive hourly compensation based on experience.
• Flexible part-time schedule.
• Paid training.
• Professional and supportive office environment.
• Opportunities to develop skills within the financial services industry.
• Potential for additional responsibilities and professional growth.

Pay: $16.00–$22.00 per hour

Expected hours: 25–30 per week

Benefits:

• Flexible schedule
• Paid training

Work location: In person — Bossier City, Louisiana

Financial Strategies, Inc. is an equal opportunity employer.

Financial Strategies, Inc. is an independent wealth management firm located in Bossier City, Louisiana, affiliated with Raymond James Financial Services. We specialize in personalized financial planning, investment management, and comprehensive wealth management services, helping individuals and families pursue their long-term financial goals.

We take pride in building lasting client relationships through professionalism, integrity, and exceptional service. Our office offers a welcoming, collaborative environment where initiative, attention to detail, and individual contributions are valued. We believe in providing our team members with the support, flexibility, and opportunities to grow professionally while making a meaningful difference in the lives of those we serve.

Company Description

Financial Strategies, Inc. is an independent wealth management firm located in Bossier City, Louisiana, affiliated with Raymond James Financial Services. We specialize in personalized financial planning, investment management, and comprehensive wealth management services, helping individuals and families pursue their long-term financial goals.We take pride in building lasting client relationships through professionalism, integrity, and exceptional service. Our office offers a welcoming, collaborative environment where initiative, attention to detail, and individual contributions are valued. We believe in providing our team members with the support, flexibility, and opportunities to grow professionally while making a meaningful difference in the lives of those we serve.