About Us

With over 60 years of independence and experience, we provide financial planning and investment management services to our clients while constantly innovating and streamlining our processes. Our purpose is simple yet powerful: we exist to support our clients, the community, and each other in leading fulfilling lives.

At the core of our success are our values of Integrity & Honesty, Knowledge, and Dependability. These guide how we serve our clients, work with each other, and make an impact in our community.

Our mission is to build deep relationships with our clients and provide high-touch, personalized financial guidance. We strive to be trusted partners on their journey, helping them uncover and achieve their most meaningful goals.

The Opportunity

We are seeking an organized, efficient, and motivated Client Service Associate to join our team full-time. This critical role ensures that we deliver on the promises we make to our clients and requires working closely with both our team and clients. It’s a wide range of job duties, and we promise you won’t get bored!

You’ll be part of a close-knit, purpose-driven group that is deeply connected, mutually respectful, and genuinely supportive of one another. In this role, you will contribute to a team that is making a lasting difference—not just for our clients, but for the broader community we serve.

If you’re energized by meaningful work that positively impacts people’s lives, we’d love to meet you.

Responsibilities

Advisor Support

• Prepare investment model reviews (quarterly), complete fund research, and coordinate model meeting agendas/notes.
• Conduct investment research and gather information for client employer retirement plan options as directed by advisors.
• Support mutual fund trade preparation and quarterly rebalancing in collaboration with advisors.
• Support advisors in client meeting preparation, including agenda development and planning updates.
• Support advisors in attending client meetings and executing meeting follow-up tasks, including service requests, research, plan updates, and client correspondence.

Client Service & Financial Planning

• Handle customer service tasks, including responding to client inquiries and providing information, ensuring all updates are documented in the CRM system (Redtail).
• Manage all aspects of client meeting scheduling, including monitoring clients due for review, scheduling meetings, and confirming via email or phone call.
• Manage and maintain data in financial planning software (eMoney) and related tools including client onboarding & account setup, document organization, profile edits, plan setup, and investment updates.
• Manage and execute scheduled client-related processes, including annual RMD report generation and quarterly client billing.
• Execute client experience initiatives, including birthday cards, WOWs, and client gifts.
• Step in to handle account-related paperwork, like new accounts, transfers, and beneficiary changes when the Administrative Assistant is out of office.

Administrative

• Handle miscellaneous operational activities; collaborate on special projects as needed.
• Serve as point person for ordering supplies and occasional errands.
• Perform other duties as assigned.

What We Commit to You

• A culture rooted in honesty, learning, and dependability, where your ideas and input are valued.
• Encouragement and support for your desire to learn and grow in your career.
• A professional home where integrity and deep client relationships are at the heart of everything we do.
• A team that gives back to the community through time, expertise, and financial resources.

What We’re Looking For

• Bachelor’s degree, or equivalent experience
• Strong written and communication skills
• Self-motivated, able to work independently, confident, professional, detail-oriented, efficient, and a strong team player
• Intermediate to advanced proficiency with Excel, Word, and Outlook
• Familiarity with investments and/or a passion for financial planning (or experience in a similar role) is a plus

What We Offer

• Hybrid office schedule
• Competitive salary and incentive bonus program
• Retirement plan with company match
• Company contribution towards group health insurance
• 3 weeks of paid time off annually
• Paid stock market holidays
• Professional development funds for approved programs
• Potential for career growth in advisory or operations path

or Contact Us