Client Services Associate

Client Service Associate

Reliant Financial Services

About the Role

nsibilities

Serve as a primary point of contact for client inquiries, providing prompt and professional service

Process and manage client paperwork, including account opening, transfers, withdrawals, and beneficiary updates

Prepare, review, and organize documents for client meetings and financial plan deliverables

Maintain accurate client records and data within CRM and planning software

Coordinate scheduling for client meetings, reviews, and follow-ups across three advisors

Track and follow up on outstanding paperwork, signatures, and compliance requirements

Assist with onboarding new clients, including gathering required documentation

Support advisors with day-to-day administrative needs, correspondence, and file management

Ensure all client interactions and documentation comply with firm and regulatory standards

1–3 years of experience in an administrative, client service, or financial services support role (industry experience strongly preferred)

Strong organizational skills with high attention to detail

Excellent written and verbal communication skills

Proficiency with Microsoft Office (Outlook, Word, Excel); CRM and financial planning software experience a plus

Ability to manage multiple tasks and deadlines while supporting several advisors simultaneously

Professional demeanor and discretion when handling sensitive client information

High school diploma required; associate's or bachelor's degree preferred

Preferred (Not Required)

Notary Public certification

Familiarity with custodial platforms (e.g., Schwab, Fidelity, Pershing)
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