What are the responsibilities and job description for the Client Services Associate position at Advisor Talent Solutions?
Client Service Associate
Clearwater, FL | On-site | Full-Time
If you're the kind of person who takes pride in getting the details right, following through, and creating a polished client experience, this role gives you the chance to make a real impact every day.
This opportunity is ideal for someone who thrives behind the scenes but understands just how important great service is to the client relationship. You will help keep onboarding, service requests, paperwork, meeting preparation, and follow-up moving smoothly so advisors can stay focused on planning and relationships.
The right person for this role is organized, responsive, coachable, and process driven. You enjoy bringing order to moving parts, communicating clearly with clients and internal partners, and making sure nothing slips through the cracks.
WHAT YOU'LL DO
• Own onboarding workflows from initial information gathering through account opening and funding.
• Prepare, review, and submit custodial and firm paperwork while tracking each case through completion.
• Help prevent errors and NIGOs by double-checking details, following process checklists, and maintaining clean documentation standards.
• Handle day-to-day client service needs including account updates, money movement, transfers, deposits, withdrawals, beneficiary changes, and related account maintenance.
• Communicate with clients and third parties such as custodians, attorneys, CPAs, and insurance carriers with warmth, professionalism, and urgency.
• Prepare for client meetings by organizing documents, gathering information, and coordinating pre-meeting tasks.
• Execute post-meeting follow-up by updating records, processing action items, and ensuring commitments are completed on schedule.
• Maintain accurate notes, tasks, and workflow visibility in the CRM so the team always has the right context.
• Support annuity and insurance processing workflows, signatures, and electronic applications when applicable.
• Identify process gaps and contribute ideas that improve checklists, communication, and workflow consistency.
WHAT SUCCESS LOOKS LIKE
• Onboarding and service requests move quickly, accurately, and with strong communication.
• Paperwork quality stays high and submission issues remain low because details are reviewed carefully before handoff.
• Tasks, notes, and next steps are organized in the CRM, giving advisors confidence that execution is on track.
• Clients experience reliable follow-through, clear expectations, and a service experience that feels proactive and professional.
WHAT WE'RE LOOKING FOR
• 1 to 3 years of experience in client service, operations, or administrative support within wealth management, an RIA, a broker-dealer, a custodian, insurance, annuities, or a closely related environment.
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities without losing momentum.
• Excellent written and verbal communication skills with a client-first mindset.
• Comfort learning CRM platforms, custodian systems, and detailed forms-based workflows.
• Strong proficiency with Outlook and Excel and confidence learning new systems quickly.
• A coachable, accountable approach and the ability to implement feedback quickly.
NICE TO HAVE
• Experience supporting annuities, insurance processing, or electronic application workflows.
• Experience assisting with educational workshops, client events, or related outreach.
• Familiarity with platforms such as Redtail, Schwab, Fidelity, or National Financial Services.
WHY THIS ROLE STANDS OUT
This is more than a paperwork and service role. It is an opportunity to become a trusted execution partner on a team that values responsiveness, accuracy, and a strong client experience. If you enjoy doing things the right way, take pride in follow-through, and want to keep growing within a retirement-focused advisory environment, this role offers the chance to build a meaningful career.
APPLY
If you are organized, client-focused, and motivated by doing high-quality work that keeps a team moving, we would love to hear from you.