Client Service Associate

Essential Planning, LLC. is seeking a proactive and detail-oriented Client Service Associate to join our dedicated team. This is a dynamic and multi-faceted role, integral to enhancing the client experience, supporting Advisors, and ensuring smooth operational processes within our financial advisory firm. You will play a key role in maintaining client relationships, processing client requests, and providing administrative and operational support to Advisors.

Key Responsibilities

As a Client Service Associate, you will be responsible for a wide range of client service and operational functions that support the firm's day-to-day activities and uphold the client experience. These responsibilities include, but are not limited to:

Client Relationship & Service

• Maintain existing client relationships through the processing of client requests and resolving inquiries.
• Ensure key client information and documentation is up to date.
• Assist with client onboarding, including preparing materials, gathering information, opening and rolling over new accounts, and analyzing/inputting client information.

Advisor & Operational Support

• Perform duties that support Advisors in daily business practices, including trading, bill pay, financial reporting, and preparation for client meetings.
• Perform asset allocation and analyses.
• Complete all CSA workflows with accuracy and efficiency.
• Support the team's marketing strategy by assisting with client events and seminars.

Office Support

• Answer phones and greet customers politely during office hours.
• Assist the Admin Team and Advisors with general office needs as required.
• Perform other duties as assigned.

Professional Development

• Actively engage in training and education programs to maintain current knowledge on policies, procedures, and risk awareness.

Qualifications & Skills/Education

• High School Diploma or equivalent (Required)
• College degree (Preferred)
• Security Industry Essentials Exam (Preferred)

Technical Skills

• Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Experience with CRM or database software (Preferred)
• Comfortable with computers, office equipment, and digital tools

Core Competencies

• Strong commitment to our firm's mission, vision, and core values.
• Excellent attitude and extraordinary client service orientation.
• Ability to work independently and as part of a collaborative team.
• Ability to multitask, prioritize, and work in a fast-paced, evolving environment.
• Detail-oriented with superior organizational and time management skills.

Why Join Essential Planning, LLC?

At Essential Planning, we believe in creating meaningful, lasting impact - for our clients and our team members alike. Our mission is to be a unique financial resource to our community by providing our clients a personalized experience and peace of mind. We align the right resources behind our clients' dreams through vision, urgency, and possibility.

Our comprehensive benefits package includes:

• Competitive salary
• Health insurance stipend, life/long-term disability insurance, dental
• Pension plan
• 401(k) with company contributions
• Tuition assistance after 12 months of employment
• Paid time off (PTO), personal time, and holidays
• Work from home flexibility
• Professional development and continuing education opportunities
• Career advancement pathway
• Coaching and mentoring programs
• Collaborative and supportive team culture
• Comfortable, professional office environment

Join a team where your work truly matters, and your growth is a priority.

Interview Process & Timeline

Phone screenings will begin the week of September 2nd.

In-person interviews will take place on the afternoon of Thursday, September 11th.

The position is expected to start in early October.

Please confirm your availability for these dates before applying.

Apply Today

If you are a motivated, detail-oriented professional who thrives in a client-focused, fast-paced environment, we invite you to apply and become part of something meaningful at Essential Planning, LLC.

Job Type: Full-time

Pay: $50, $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Work from home

Education:

• High school or equivalent (Required)

Work Location: In person