Client Service Associate / Paraplanner

Client Service Associate / ParaplannerA growing and well-established wealth management and financial planning firm is seeking a Client Service Associate or Paraplanner to join its team in Boca Raton. This position can be tailored based on experience level and offers an excellent opportunity for someone looking to build a long-term career within financial services.The ideal candidate will have a strong client service mindset, exceptional attention to detail, and experience supporting financial advisors, wealth managers, or financial planning teams. Individuals coming from banking, financial services, investment operations, or financial planning environments are encouraged to apply.This role combines elements of client service, account administration, investment operations, and financial planning support. Depending on prior experience and licensing, responsibilities may lean more toward either the Client Service Associate or Paraplanner track.You will work directly with advisors and clients, assisting with account administration, client communications, planning preparation, investment reporting, and ongoing relationship management.Key ResponsibilitiesServe as a primary point of contact for client service requestsAssist with new account openings, account maintenance, and transfer paperworkTrack account transfers and follow up on outstanding documentationMaintain accurate client records within CRM and financial planning systemsProcess and monitor client requests in a timely and professional mannerCoordinate and schedule client meetings, reviews, and follow-up appointmentsPrepare client correspondence, forms, and service documentationHandle client billing inquiries and account-related questionsMaintain organized digital and physical client filesSupport advisors with administrative and operational tasksGather and organize financial data for planning engagementsAssist in preparing financial plans, recommendations, and review materialsAnalyze client investment holdings and account activityPrepare reports, presentations, and meeting materialsConduct research related to investment, retirement, insurance, and planning strategiesAssist with portfolio reviews and data reconciliationUpdate planning software and maintain accurate financial recordsSupport advisors in implementing planning recommendationsMonitor workflow and follow through on planning-related action itemsDeliver exceptional client service and relationship managementAnticipate client needs and proactively resolve issuesCoordinate client communications via phone, email, and virtual meetingsAssist with client appreciation initiatives, special events, referral campaigns, and marketing effortsHelp maintain a professional and welcoming office environmentQualificationsHigh School Diploma required; Associate's or Bachelor's degree preferredExperience in financial services, wealth management, banking, investment operations, or financial planning preferredPrior experience as a Client Service Associate, Financial Planning Assistant, Investment Operations Associate, Relationship Manager, or Paraplanner is highly desirableStrong client service and communication skillsExcellent organizational and time management abilitiesHigh attention to detail and accuracyProficiency in Microsoft Office Suite, including Excel, Outlook, Word, and PowerPointExperience using CRM systems and financial planning software is a plusAbility to manage multiple priorities in a fast-paced environmentProfessional, dependable, and team-orientedStrong ethical standards and commitment to client confidentialityPreferred QualificationsExperience supporting Financial Advisors or Wealth ManagersFamiliarity with financial planning concepts, retirement planning, investments, and advisory servicesFINRA licenses or planning designations are a plus but not requiredCFP coursework or Paraplanner experience strongly preferred for candidates seeking the higher end of the compensation range