What are the responsibilities and job description for the Client Service & Financial Planning Specialist position at Guidelight Financial Group?
Step into an instrumental role within a fast-paced, client-focused financial planning practice. As a Client Service & Financial Planning Specialist, you will support advisors in delivering an exceptional client experience while assisting with financial planning.
This position serves as a key point of contact for clients and supports the financial planning process through client data gathering, account servicing, meeting preparation, financial plan development support, and ongoing relationship management. The ideal candidate combines strong client service skills with an interest in financial planning and enjoys working in a collaborative environment that values professionalism, organization, and continuous learning.
Key Responsibilities
Client Service & Relationship Management (60%)
- Serve as a primary contact for clients regarding account servicing and administrative requests.
- Provide timely and professional responses to client inquiries and coordinate issue resolution.
- Schedule client meetings and manage advisor calendars.
- Prepare meeting agendas, forms, and supporting documentation.
- Conduct appointment reminder and follow-up calls.
- Maintain accurate client records and update information within the client management system.
- Assist with meeting preparation and follow-up for client meetings.
- Assist with account opening, transfers, and maintenance activities.
- Work with the corporate office to ensure accurate account setup and resolve operational issues.
- Create and send client correspondence, thank-you notes, and other communications
Financial Planning Support (40%)
- Gather, organize, and maintain client financial data.
- Assist advisors in preparing financial planning analyses and recommendations.
- Prepare charts, graphs, reports, and other presentation materials for client meetings.
- Support development of portfolio and product recommendations consistent with client goals, risk tolerance, and time horizon.
- Assist with implementation and follow-up activities related to financial planning recommendations.
- Monitor planning-related workflows to ensure timely completion of client deliverables.
Qualifications
Required
- 2 years of experience in financial services, wealth management, client service, banking, or a related field.
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Ability to prioritize and manage multiple responsibilities in a fast-paced environment.
- Demonstrated commitment to delivering outstanding client service.
- Proficiency with Microsoft Office and CRM systems.
Preferred
- Bachelor's degree preferred; equivalent experience will be considered.
- Experience supporting financial advisors or financial planning teams.
- Knowledge of investment, insurance, and retirement planning concepts.
- Securities registrations and insurance licenses, or willingness to obtain, including:
- Series 7
- Series 66
- Life, Accident & Health Insurance License
Key Competencies
- Client-first mindset
- Professionalism and discretion
- Attention to detail and accuracy
- Strong interpersonal and relationship-building skills
- Effective time management and organizational abilities
- Problem-solving and critical thinking
- Ability to work independently and collaboratively
- Compliance awareness and commitment to ethical business practices
- Positive attitude and willingness to learn and grow
Success in This Role
Successful candidates will be highly organized professionals who enjoy building client relationships while supporting the financial planning process. They will help create a seamless client experience, ensure operational excellence, and enable advisors to focus on delivering comprehensive financial advice and growing the practice.
This role offers a strong career path for individuals interested in wealth management, financial planning, client relationship management, and advisory support.
Pay: $20.00 - $23.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Dependent care reimbursement
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Tuition reimbursement
- Vision insurance
Location:
- Cortland, OH 44410 (Required)
Work Location: In person
Salary : $20 - $23