Client Service Associate

Client Service Associate - Admin

Location:

Lake Mary, FL

Hybrid: 4 days onsite

We are seeking a Client Service Associate to provide administrative and client support for Registered Investment Advisor (RIA) clients. This role focuses on brokerage account servicing, documentation, and platform support and is ideal for someone who is detail-oriented and comfortable managing multiple requests in a financial services environment.

You will support existing clients with new account openings, fund transfers, account maintenance, and ongoing case management via phone and email.

Key Responsibilities

Assist with brokerage account openings, transfers, and account maintenance

Provide administrative support and documentation tracking for client requests

Handle inbound phone calls and email inquiries from existing clients

Guide clients through brokerage platforms and online tools

Manage multiple open cases with strong follow-up and attention to detail

Requirements

High school diploma required

Open to recent graduates in Business Administration, Finance, or Accounting

Strong organizational and communication skills

Comfortable working with phone, email, and computer-based systems

Proficient in Microsoft Office (Outlook, Excel, Word)