Client Services Associate

6 days ago


San Juan Capistrano, California, United States NCG Financial Full time

**Job Title:** Client Services Associate - Financial Planning

We are seeking a highly skilled and organized Client Services Associate - Financial Planning to join our team at NCG Financial. As a key member of our operations team, you will support financial advisors by managing administrative tasks, assisting with client interactions, and ensuring smooth office operations.

**Responsibilities:

  • Coordinate with financial advisors to gather and analyze client information for planning purposes.
  • Communicate with clients to address inquiries and provide updates on account matters.
  • Collaborate with the marketing team to develop and implement marketing initiatives.

**Requirements:

  • Associate's or Bachelor's degree in business, finance, or a related field preferred.
  • Prior experience as an assistant or in a financial services role is a plus.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM systems.

**Compensation and Benefits:

* Competitive salary range: $55,000 - $70,000 per year

* Opportunities for professional growth and development

* A collaborative and positive work environment



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