Client Service Associate (FP&A)

Overview We are seeking a Client Service Associate (Financial Planning & Analysis/FP&A) to support client relationships, operational workflows, and administrative functions within a fast-growing, tech-forward financial services firm. This role sits at the center of the FP&A function and partners closely with advisors and internal teams to deliver a high-quality, seamless client experience. The ideal candidate is detail-oriented, highly organized, and comfortable working in a fast-paced, evolving environment where curiosity, adaptability, and proactive communication are essential. This position offers the opportunity to gain hands-on exposure to FP&A, bookkeeping, and business operations, with clear pathways into advisory or advanced operational roles. Duties & Responsibilities Provide exceptional client service through ongoing communication, relationship management, and timely resolution of client requests and inquiries across phone, email, and meetings. Support onboarding of new clients, including account setup, system entry, and communication of firm processes and expectations. Prepare meeting materials, coordinate scheduling, and ensure accurate and up-to-date client records within CRM and project management systems. Manage and execute administrative workflows to support FP&A advisors, ensuring all client deliverables are completed accurately and on time. Oversee client bill pay processes, including reviewing, processing, and tracking payments while maintaining detailed records. Assist with client accounting services, including basic bookkeeping, financial data entry, and support for reporting and filings as needed. Collaborate with internal teams to improve processes, enhance operational efficiency, and contribute to a strong overall client experience. Support office operations and team initiatives, including cross-functional collaboration and backup support where needed. Work within a technology-forward environment, utilizing modern tools, systems, and emerging automation/AI solutions to support workflows. Qualifications Associate’s or Bachelor’s degree in accounting, finance, business administration, or related field. 2+ years of experience in a client service, administrative, or operations-focused role. Exposure to bookkeeping, bill pay systems (e.g., Bill.com, Ramp), or financial/accounting software (e.g., QuickBooks). Strong communication and interpersonal skills, with the ability to build and maintain client relationships. Highly organized with the ability to manage multiple priorities, meet deadlines, and maintain accuracy in a fast-paced environment. Comfort working with technology and learning new systems; experience with Microsoft Office Suite required. Experience with CRM or project management tools preferred. Ability to work both independently and collaboratively within a team-oriented environment. Preferred but not required Interest in pursuing professional development or certifications in financial services, accounting, or planning. Benefits Base salary starting approximately $50,000, competitively aligned with experience. Comprehensive benefits package includes employer-paid medical, dental, and vision coverage for employee. Unlimited paid time off and paid holidays. Hybrid work model (3 days in-office, 2 days remote). More benefits available, please inquire. #J-18808-Ljbffr Windward Recruiting