Client Services Associate

Client Services Associate

Company

True North Advisors is a mission-driven wealth management firm dedicated to empowering clients through education, transparency, and personalized financial planning. We are seeking a professional, organized, and client-focused Client Services Associate to support our growing financial services practice.

Role

This role serves as a key point of contact for clients, vendors, and office guests while providing administrative and operational support to Financial Representatives and firm leadership. The ideal candidate is detail-oriented, dependable, technology savvy, and thrives in a fast-paced, team-oriented environment.

Responsibilities include:

• Answer and direct incoming calls through the firm’s VoIP phone system
• Welcome and assist clients, visitors, and office guests in a professional manner
• Serve as a point of contact for vendors, suppliers, and facility management
• Maintain Financial Representatives’ calendars, including scheduling client meetings, business meetings, and travel arrangements
• Maintain accurate and organized client records and case histories
• Generate client and prospect reports and maintain prospect/new client information
• Respond to inquiries from existing and prospective clients
• Coordinate special events, office socials, and client appreciation initiatives
• Organize and distribute incoming mail and manage office supply inventory
• Assist with preparation of client presentation materials and miscellaneous office projects
• Support invoice processing, vendor coordination, and general office administration
• Maintain a professional reception area and conference room environment
• Assist with computer and software setup and troubleshooting
• Perform additional duties and special projects assigned

Qualifications

• Bachelor’s degree preferred with at least one year of relevant professional experience
• Strong verbal communication and telephone skills
• Professional demeanor with excellent customer service skills
• Ability to work independently and collaboratively within a team environment
• Strong organizational skills with the ability to prioritize and multitask effectively
• Excellent attention to detail and follow-through
• Resourceful, proactive, and adaptable in handling day-to-day responsibilities
• Technology savvy with proficiency in Microsoft Office, including Word, Excel, and PowerPoint
• Strong work ethic with sound judgment and high ethical standards
• Reliable, dependable, and punctual
• Ability to obtain a Florida 2-15 Life & Health License within six months of employment