Client Service Associate

Essential Planning, LLC is seeking a client‑focused, detail‑oriented Client Service Associate (CSA) to join our growing financial planning team. This role is ideal for someone who enjoys creating exceptional client experiences, thrives in a structured yet dynamic environment, and is interested in building a long‑term career in the financial services industry.

As a CSA, you will work closely with Advisors and internal operations team members to ensure clients feel supported, informed, and well cared for - before, during, and after every interaction with our firm.

What This Role Is Really Like

This is a hands‑on, multi‑faceted position that blends client interaction, administrative accuracy, and operational follow‑through. On a typical day, you might:

• Process client service requests and follow up to ensure timely resolution
• Prepare meeting materials and update client records in our systems
• Support Advisors with account activity, reporting, and workflows
• Assist with onboarding new clients and accounts
• Coordinate behind‑the‑scenes details that allow Advisors to focus on planning and relationships

If you enjoy being the person who keeps things running smoothly - and knowing your work directly impacts both clients and teammates - this role may be a great fit.

Key Responsibilities

Client Relationship & Service

• Serve as a primary point of contact for client requests, questions, and follow‑ups
• Maintain accurate and up‑to‑date client records, documentation, and workflows
• Assist with client onboarding, including account openings, rollovers, and data entry
• Help ensure a smooth and professional client experience at every touchpoint

Advisor & Operations Support

• Support Advisors with day‑to‑day operational needs such as account activity, reporting, and meeting preparation
• Assist with trading, bill pay, asset allocation support, and financial analyses
• Complete CSA workflows accurately and efficiently within established timelines
• Support firm marketing efforts, including client events and seminars

Office & Team Support

• Answer phones during office hours with professionalism and warmth
• Assist the administrative team and Advisors with general office needs as required
• Contribute to a collaborative, dependable team environment

Professional Development & Growth

At Essential Planning, we view this role as a foundation for long‑term growth, not just a list of tasks.

You will:

• Participate in structured training and onboarding
• Learn firm processes, compliance standards, and risk awareness
• Receive ongoing coaching, feedback, and professional development support

Qualifications

• College degree
• Strong organizational skills and attention to detail
• Professional communication skills (written and verbal)
• Ability to manage multiple priorities in a fast‑paced environment
• Commitment to confidentiality and client service excellence
• Securities Industry Essentials (SIE) Exam (Preferred)
• Experience in a client service, administrative, or financial services role (Preferred)
• Familiarity with CRM or database systems (Preferred)

Technical Skills

• Comfort using CRM, financial planning, and portfolio management systems
• Proficiency in Microsoft Office and digital collaboration tools
• Ability to learn and adapt to firm workflows and systems

Why Join Essential Planning, LLC?

At Essential Planning, we believe in doing meaningful work - supporting our clients, supporting each other, and continuously improving how we serve.

Our benefits and culture include:

• Competitive salary
• Life & long‑term disability insurance
• Pension plan
• 401(k) with company contributions
• Paid time off (PTO), personal time, and holidays
• Periodic work‑from‑home flexibility
• Tuition assistance after 12 months
• A collaborative, supportive, values‑driven team
• Ongoing professional development and CE opportunities
• Coaching and mentoring
• Comfortable, professional office environment
• Team-building/retreat days

Interview Process & Timeline

We believe transparency matters - for both candidates and our team.

• Initial phone screenings will take place on Wednesday, May 27^th.
• In‑person interviews with job-related tasks will take place on Wednesday, June 3^rd. (90 minutes total)
• Anticipated start date: Monday, June 15^th.

Please confirm your availability for these dates before applying.

Ready to Apply?

If you are a detail‑oriented professional who values teamwork, client service, and continuous growth, we’d love to hear from you.

Apply today and join a team where your work truly matters - and your growth is a priority.