What are the responsibilities and job description for the Client Relationship and Service Associate position at Darrell Financial Services?
Company Description We are a small, relationship-driven financial advisory firm dedicated to helping individuals and families make thoughtful, confident financial decisions. Our practice is built on trust, personalized planning, and proactive service. As we continue to grow, we are seeking a detail-oriented and service-minded professional to join our team as a Client Relationship & Service Associate
Position Type: Full-Time (9:00 - 4:30)
Starting Salary Range: $40,000-$50,000
Position Overview
This role is essential to delivering a seamless and exceptional client experience. The ideal candidate is organized, proactive, and thrives in a collaborative environment. You will work closely with the advisor to support client relationships, coordinate account servicing needs, and help ensure the day-to-day operations of the firm run efficiently.
Key Responsibilities
- Serve as a primary point of contact for client service requests and inquiries
- Prepare and process account paperwork (new accounts, transfers, beneficiary updates, distributions, etc.)
- Maintain accurate client records within CRM and custodial platforms
- Coordinate scheduling and client communications
- Track and manage workflow to ensure timely completion of client requests
- Identify opportunities to improve processes and enhance the client experience
Qualifications
- Proven experience in a customer service/administrative role (Financial services industry experience, preferred)
- Strong organizational skills and attention to detail
- Excellent written and verbal communication skills
- High level of professionalism and discretion
- Ability to prioritize and manage multiple tasks efficiently
- Proficiency in Microsoft 365 Office- Outlook for email, Excel, and Word
- Familiarity with CRM systems
Desired Traits
- Client-first mindset
- Positive, team-oriented attitude
- Comfortable working in a small firm environment where responsibilities may evolve
What We Offer
- Competitive compensation based on experience
- Opportunities for professional development and licensing support
- 401K Retirement plan with company match (once eligible)
- Paid Time Off / Vacation Time
If you are passionate about delivering exceptional service and want to grow within a close-knit advisory practice, we would love to hear from you.
Salary : $40,000 - $50,000