Client Service Associate

Client Services Associate – Join Our Growing, Dynamic Financial Team.

We are a financial planning and advisory firm located in El Centro, CA. For over 20 years, we’ve helped clients build and protect their retirement assets with personalized, strategic planning. As our firm continues to grow, we’re looking for a Client Services Associate to join our team and play a key role in delivering exceptional service and support.

In this role, you’ll be part of a collaborative client services team, but you’ll also work closely with our most senior advisor—helping him prepare for client meetings and manage important client relationships. This is an exciting opportunity to contribute to a fast-paced, client-focused environment where your attention to detail and problem-solving skills will make a meaningful impact.

What You’ll Do:

Support Our Advisors: Prepare client forms, meeting materials, and reports in advance of client meetings. Manage meeting notes and keep client files up to date. Coordinate client meetings as needed.

Client Account Management: Assist with annuity and brokerage account maintenance, including RMDs, withdrawal requests, and allocations.

RMD Oversight: Ensure required minimum distributions (RMDs) are accurately processed.

Financial Applications & Tracking: Submit and follow up on insurance and annuity applications, resolving any issues, reviewing policy pages upon arrival for accuracy.

Financial Analysis: Use reporting software to provide key reports to financial planners and support the financial planning process.

CRM & Data Management: Keep client records up to date by logging all communications, tracking transaction statuses, and maintaining records.

Client Liaison: Serve as a friendly and reliable point of contact between our advisors and clients, delivering excellent service with professionalism and care.

What We’re Looking For:

Experience & Skills: Strong proficiency with Microsoft Windows and Office (Excel, Word, Outlook) is a must. Use of financial software (i.e., Morningstar) is helpful but not required.

Attention to Detail: You thrive in a detail-oriented environment and enjoy making sure everything is accurate and organized.

Tech-Savvy & Eager to Learn: Willingness to learn financial management and client services software.

Excellent Communication: Polite, professional, and effective communication skills across generations and platforms (phone, email, etc.).

Team Player: Collaborative and dependable, with a willingness to jump in and help wherever needed.

Why Join Us?

In-Office & Team-Oriented: This is a full-time, in-office role at our Horsham headquarters, with a 7:00 AM start time—perfect for early risers who enjoy getting a head start on the day.

Competitive Pay & Benefits:

- Health, dental, and vision insurance.

- 401(k) with company match.

- Paid time off.

- Pay Range: $25-$30, dependent on experience

Perks & Culture:

- Company-paid life insurance.

- Opportunity to join our annual company trip if internal goals are met.

- Enjoy free lunches a few days a week.

- Work in a positive, team-driven environment where your contributions matter.

Ready to Grow with Us?

If you’re passionate about delivering outstanding client service and want to be part of a thriving financial planning firm, we’d love to hear from you.

Please submit your updated resume. While not required, we encourage you to send a brief cover letter explaining your interest in this position.