Client Services Associate

Client Service Associate for Financial Planning Practice Location: Waltham, MA and remote Employment Type: 30-40 hours per week Hourly pay: $23-$28 per hour Experience Level: Entry to Mid-Level Company Description Delia Brimmer partners with Eagle Strategies to offer comprehensive fee-based financial plans to clients looking to build and protect their wealth for financial independence and retirement. We assist clients in consolidating financial solutions into a cohesive plan to achieve their goals. Our services include investment advisory, insurance, and securities products, provided through trusted affiliates like Eagle Strategies LLC and NYLIFE Securities LLC. With a strong commitment to our clients' future, we handle the complexities of financial planning, allowing clients to focus on their professional pursuits. About the Role We are a growing, values-driven financial planning practice seeking a highly motivated and resourceful Client Service Associate to support day-to-day operations and enhance the experience of our clients. This is a dynamic, hands-on role best suited for someone who is proactive, detail-oriented, and passionate about helping others. The ideal candidate is someone who thrives in a client-focused environment, enjoys problem-solving independently, and takes ownership of their work from start to finish. You'll work closely with the lead advisor and play a critical role in ensuring smooth business operations and exceptional client service. Key Responsibilities Client Support & Communication: Respond to client inquiries promptly and professionally; coordinate and schedule client meetings. Administrative Operations: Manage client records, documentation, and workflows to ensure accuracy and compliance. Task Ownership: Carry projects as far as possible independently before seeking guidance; demonstrate initiative in problem-solving. Research & Resourcefulness: Proactively seek answers and solutions using available resources (e.g., systems, vendors, team knowledge). Follow-up & Organization: Track outstanding items, follow up with clients or providers, and ensure timely task completion. Back-office Support: Assist with paperwork preparation, account openings, transfers, and ongoing service needs. Technology Utilization: Leverage CRM tools, financial planning software, document management platforms, and email efficiently. What Were Looking For Self-Starter Attitude: You take initiative, anticipate needs, and dont wait to be told what to do. Problem Solver: You explore every possible route to get things done before asking for help. Attention to Detail: You naturally catch the small things that others missaccuracy is second nature. Client-Centric Mindset: You're warm, professional, and committed to making each client feel heard and valued. Organized & Reliable: You keep things on track and never let important tasks fall through the cracks. Strong Communicator: Clear, concise, and professional in both verbal and written communication. Tech-Savvy: Comfortable navigating digital tools and learning new systems quickly. Qualifications Prior experience in financial services, client service, or administrative support preferred Proficiency with Microsoft Office (Word, Excel, Outlook) and CRM software is helpful FINRA licenses (e.g., Series 6/7, 63/65) not required but considered favorably Excellent communication and interpersonal skills Strong organizational abilities Experience with client relationship management and customer service Proficiency in administrative tasks, documentation processing, and scheduling Ability to work effectively independently and in a team-based environment Why Join Us Opportunity to grow with a client-focused, mission-driven financial planning practice Collaborative and supportive team environment Flexible work structure and potential for remote work Meaningful work that makes a difference in people's lives How to Apply Please submit your resume and a brief cover letter explaining why this role resonates with you and how your skills align with what were looking for. #J-18808-Ljbffr