Client Service Associate

About Us

The Next Level Planning Group (TNLPG) is an established and growing ensemble wealth management firm that champions service excellence, teamwork, and continuous learning. We are a remote-first, values-driven team dedicated to a singular purpose: Helping our clients make and execute great financial decisions.

We combine deep technical expertise with a high-touch, client-centric focus. We aren't looking for a “cog in the machine” with our next hire. Instead, we are seeking a Client Service professional who excels in craftsmanship, values courageous communication, and demonstrates "human touch" to join our high-performing and collaborative team. If you are looking for a role where your reliability and expertise are valued, we would love to meet you.

About the Role

As a Client Service Associate, you will play an integral role in the implementation of our clients’ financial plans, ensuring accurate, timely and professional execution.

Your core focus will include:

• Account Implementation: Processing new investment applications and facilitating asset transfers across various account types.
• Insurance Coordination: Managing the procurement of insurance policies and obtaining carrier information on behalf of clients.
• Service Delivery & Continuity: Handling distributions, processing account changes, and maintaining meticulous client records in our CRM, RedTail.
• Operational Liaison: Acting as the bridge between clients and third parties for financial transactions, such as: 401(k) rollovers and account adjustments (e.g., beneficiary designations), transferring securities or wiring cash to charities or other third parties, obtaining information from insurance companies on behalf of clients
• What you will not be expected to do: sit at a reception desk or serve as a personal assistant, make marketing or prospecting calls, conduct investment research or write financial plans

How to Excel as a CSA

Successful candidates will demonstrate:

• Service Excellence: A commitment to delivering high-precision service that builds unwavering client trust and provides internal stakeholders with total confidence in your technical expertise.
• Precision and Reliability: A very high level of attention to detail with a commitment to accuracy, timeliness, and thoroughness in all work.
• Operational Mastery: Exceptional organizational skills with the ability to manage multiple complex tasks, prioritize effectively, and maintain meticulous records.
• Professional Communication (verbal and written): The ability to communicate clearly, concisely, and with a professional and friendly attitude with both clients and colleagues.

Requirements

• Professional Experience: 2 to 4 years in financial services, with a strong preference for personal financial planning or wealth management backgrounds.
• Location & Residency: U.S. residency and existing work authorization are required. We are unable to provide visa sponsorship for this role.
• Technology: High proficiency with RedTail, eMoney, Wealthscape, Microsoft Office Suite, Zoom, etc. or the ability to quickly learn new technologies/platforms.
• Availability: Must be available to work standard business hours in the Central Standard Time (CST) zone. Must also be available to travel a few times a year for in-person meetings and events.
• Workspace: Must have a dedicated workspace free of distractions and sufficient internet access to support high-quality video conferencing and firm operations.

Compensation & Benefits

• Pay: $50,000 - $80,000 starting base salary (commensurate with experience) plus profitability bonuses.
• Retirement & Health: 401(k) with employer matching, comprehensive health insurance, and HSA/FSA options, disability insurance.
• Growth & Wellness: Professional development stipend, wellness rewards, and flexible PTO.
• Culture: Charitable donation matching and a fully remote work environment.

Growth & Advancement

For a talented and driven professional, this position offers excellent training and advancement opportunities within our supportive and high-performing team.

To Apply

To be considered for the Client Service Associate position, please email both your resume and a cover letter to TNLPGCareers@TNLPG.com and answer the following questions in your cover letter:

1.     What is it about this position that interests you?

2.     What is it about you that should interest us?

The Next Level Planning Group is an equal opportunity employer firmly committed to non-discrimination.

Candidates may be required to pass a drug test and background check.

Registered associates of The Next Level Planning Group are registered representatives of Osaic Wealth. Inc. Securities and investment advisory services offered through Osaic Wealth. Inc, a broker/dealer (member FINRA/SIPC) and registered investment advisor. Insurance offered through Osaic Wealth. Inc affiliates and other fine companies. The Next Level Planning Group is a marketing name for Registered Representatives of Osaic Wealth. Inc.

• Full-Time/W2 Position
• Chicago, IL; Remote
• $50K - $80K base salary bonuses generous benefits
• Outstanding team and work culture
• The Next Level Planning Group