Client Service Associate - Remote

Overview

The Client Service Associate at Flourish Wealth Management plays a vital role in supporting the Wealth Management Team by preparing and delivering comprehensive financial plans to clients while fostering a culture of trust and excellence.

In Short

• Work closely with the Wealth Management Team.
• Prepare and deliver financial plans to clients.
• Process and monitor client transactions.
• Maintain accurate client records in CRM systems.
• Coordinate with custodians for account management.
• Implement workflows for operational efficiency.
• Support Wealth Managers in client meetings and reporting.
• Contribute to firm-wide projects improving client experience.
• Answer main phone line and assist team members.
• Participate in continuous learning and development initiatives.

Requirements

• 5+ years in financial services with expertise in client service.
• Strong relationship-building skills.
• High emotional intelligence and empathy.
• Proactive mindset anticipating client needs.
• Exceptional organizational and time management skills.
• Detail-driven and resourceful.
• Advanced proficiency in Windows and Microsoft Office.
• Commitment to continuous learning and growth.
• Experience with financial CRM platforms is a plus.
• Passion for excellence and making a difference.

Benefits

• Base Salary $60,000 - $75,000 based on experience.
• Incentive bonus up to 10% of salary.
• 401(k) plan with employer contribution.
• Medical and Dental Plans.
• Unlimited PTO and company-wide bonus holiday week.
• 10 paid company holidays.
• Firmwide communications training.
• Personalized development plans.
• Paid volunteer time off.
• Culture of appreciation and celebration.