Job Overview:

We are looking for a Client Services Associate to join our team at a Financial Planning Firm in Lompoc, California. If you are dedicated to helping individuals and families achieve their financial goals and thrive in a client-focused environment, this role is perfect for you.

Job Details:

As a Client Services Associate, you will be instrumental in ensuring that our clients receive top-notch service and support. Your role will involve assisting clients with inquiries, providing administrative support, and collaborating with advisors on client reports and financial plans.

Responsibilities:

• Assist clients with account inquiries, transactions, and general questions through various communication channels.
• Provide administrative support by preparing documents, entering data, and maintaining client records.
• Collaborate with advisors to create client reports, presentations, and financial plans.
• Additional responsibilities as assigned by the team.

Requirements:

• Prior experience in client services or a related field.
• Strong communication skills and attention to detail.
• Proficiency in MS Office and client management software.
• Ability to multitask and prioritize tasks effectively.

Benefits:

• Competitive salary and benefits package.
• Medical insurance options available.
• 401(k)/profit-sharing plan.

Other Details:

This role at our Financial Planning Firm in Lompoc, California, offers a dynamic and collaborative work environment where you can grow professionally while making a positive impact on clients' financial well-being.

We encourage enthusiastic individuals who are passionate about providing exceptional client service to apply and join our team. Your dedication and skills will contribute to the success and growth of our firm.