Client Service Associate

4 days ago

Coral Gables, Florida, United States Claire Myers Consulting Full time

Client Service Associate

Location:
Coral Gables, FL (In-office)

Salary:
$60,000 – $80,000 | Full-Time

About the Role

Our client is seeking a proactive and detail-oriented client service associate to support their advisory team in driving new business opportunities, deepening client relationships, and executing marketing initiatives. This is a unique hybrid role blending client outreach, marketing coordination, and administrative support. The ideal candidate thrives in a fast-paced, client-focused environment and enjoys making an impact through both organizational excellence and business development.

Key Responsibilities

Business Development Support

  • Build call lists from prospecting, events, referrals, and research within our target market.
  • Drive 10 new meetings per week with brand-new prospects.
  • Track and call new referrals to book initial meetings.
  • Engage existing clients for introductions, family connections, and personal referrals.
  • Schedule annual client reviews and ensure ongoing "touchpoints" for advisory clients.

Marketing Execution:

  • Support implementation of the firm's marketing plan, including direct prospecting meetings, networking lunches, event planning, sponsorships, and joint work partnerships.
  • Coordinate birthday gifts, event logistics, and other client engagement touchpoints.
  • Maintain branding across marketing materials, decks, website, and sponsorships.

Client & Case Management:

  • Manage and update the Open Case Log to ensure timely follow-up.
  • Conduct follow-up calls to keep prospects and clients engaged.
  • Maintain and segment advisory client lists, ensuring each client has a clear next step and a relationship manager assigned.

Administrative & Calendar Support:

  • Manage and optimize both Lead Advisors' calendars.
  • Confirm appointments the day before and proactively ensure calendars are consistently full.
  • Anticipate scheduling needs to maximize advisor productivity.

Qualifications:

  • 2–5 years of experience in marketing, client services, or administrative support (financial services experience preferred).
  • Strong organizational skills with the ability to manage multiple priorities.
  • Excellent verbal and written communication skills; comfortable with outbound calls.
  • Proficiency in Microsoft Office; CRM experience is a plus.
  • Proactive, resourceful, and detail-oriented, with a team-first mentality.

Compensation:

  • Base Salary: $60,000 – $80,000 (commensurate with experience)
  • Performance-based incentives available

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