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
• Prepare client-ready meeting materials (income summaries, plans, updates)

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

Compensation, Benefits, & Schedule

Annual Salary: $60k-$70K based on experience

Benefits

• Paid time off such as PTO, sick days, and vacation days
• Health, Dental, and Vision insurance
• Retirement benefits or accounts

Schedule

• Monday - Thursday 8:30 - 5:30
• Friday 8:30 - 2:00