Client Service Associate / Paraplanner

Client Service Associate / Paraplanner

A 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 Responsibilities

Serve as a primary point of contact for client service requests

Assist with new account openings, account maintenance, and transfer paperwork

Track account transfers and follow up on outstanding documentation

Maintain accurate client records within CRM and financial planning systems

Process and monitor client requests in a timely and professional manner

Coordinate and schedule client meetings, reviews, and follow-up appointments

Prepare client correspondence, forms, and service documentation

Handle client billing inquiries and account-related questions

Maintain organized digital and physical client files

Support advisors with administrative and operational tasks

Gather and organize financial data for planning engagements

Assist in preparing financial plans, recommendations, and review materials

Analyze client investment holdings and account activity

Prepare reports, presentations, and meeting materials

Conduct research related to investment, retirement, insurance, and planning strategies

Assist with portfolio reviews and data reconciliation

Update planning software and maintain accurate financial records

Support advisors in implementing planning recommendations

Monitor workflow and follow through on planning-related action items

Deliver exceptional client service and relationship management

Anticipate client needs and proactively resolve issues

Coordinate client communications via phone, email, and virtual meetings

Assist with client appreciation initiatives, special events, referral campaigns, and marketing efforts

Help maintain a professional and welcoming office environment

Qualifications

High School Diploma required; Associate's or Bachelor's degree preferred

Experience in financial services, wealth management, banking, investment operations, or financial planning preferred

Prior experience as a Client Service Associate, Financial Planning Assistant, Investment Operations Associate, Relationship Manager, or Paraplanner is highly desirable

Strong client service and communication skills

Excellent organizational and time management abilities

High attention to detail and accuracy

Proficiency in Microsoft Office Suite, including Excel, Outlook, Word, and PowerPoint

Experience using CRM systems and financial planning software is a plus

Ability to manage multiple priorities in a fast-paced environment

Professional, dependable, and team-oriented

Strong ethical standards and commitment to client confidentiality

Preferred Qualifications

Experience supporting Financial Advisors or Wealth Managers

Familiarity with financial planning concepts, retirement planning, investments, and advisory services

FINRA licenses or planning designations are a plus but not required

CFP coursework or Paraplanner experience strongly preferred for candidates seeking the higher end of the compensation range