Client Service Associate

Full Bloom Wealth

Irvine, California

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JOB DETAILS

SALARY

$70,000–$85,000 Per Year

SKILLS

Analysis Skills, Brokerage, Calendar Management, Communication Skills, Continuous Improvement, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Financial Planning, Follow Through, Health Insurance, Insurance, Investment Analysis, Investment Management, Life Insurance, Management Strategy, Materials Analysis, Materials Planning, Multitasking, Operational Support, Operations Management, Operations Planning, Organizational Skills, Performance Analysis, Performance Metrics, Plan Meetings, Portfolio Analysis, Presentation/Verbal Skills, Process Improvement, Project Tracking, Project/Program Management, Rich Internet Application (RIA), Risk Management, Series 65, Team Player, Technical Delivery, Technical Support, Time Management, Wealth Management, Work From Home, Writing Skills

LOCATION

Irvine, California

POSTED

2 days ago

Description

We are seeking a detail-oriented and technically proficient Client Service Associate to serve as the analytical and execution backbone of our advisory pod. Working in close partnership with the Financial Advisor, this individual will be responsible for preparing, coordinating, and delivering the technical components of the client experience - ensuring every client interaction is accurate, organized, well-prepared, and actionable.

This role is best suited for a highly organized professional with a strong foundation in financial planning support and operations, who takes pride in precision, thrives in a structured environment, and understands that their work directly enables an exceptional client experience.

Key Responsibilities

Serve as the technical and operational engine of the advisory pod — ensuring all planning materials, analyses, and deliverables are prepared with accuracy and delivered on time, enabling the Financial Advisor to focus entirely on client relationships and decision-making. Additionally, support the advisor with investment and risk management operations project management including interacting with RIA and insurance brokerage key stakeholders to support the overall client experience.

1. Meeting Preparation & Planning Outputs

Prepare all client meeting materials in advance, including:
- Retirement projections and income analysis
- Investment performance and portfolio analysis
- Financial planning summaries and supporting outputs
Ensure all materials are accurate, clearly presented, and delivered within established timelines
Maintain and update client planning data within the firm's planning systems and tools

2. Implementation Coordination

Coordinate with RIA Operations partners to facilitate timely execution of client recommendations and instructions
Liaise with insurance brokerage partners to support the implementation of risk management and insurance strategies
Ensure all implementation steps are tracked, confirmed, and communicated appropriately

3. Action Item Tracking & Follow-Through

Capture and manage all post-meeting action items with clear ownership and deadlines
Monitor progress on outstanding items and proactively follow up to ensure timely resolution
Support the Financial Advisor in maintaining a seamless, friction-free client experience between meetings

4. Internal Collaboration & Pod Support

Work closely with the Financial Advisor to ensure alignment across all client workstreams
Communicate proactively on timelines, dependencies, and any issues that may affect delivery
Contribute to continuous improvement of internal processes, templates, and planning workflows

Success in this role is defined by the quality, accuracy, and timeliness of all planning deliverables. Key performance indicators include:

Accuracy and reliability of all client meeting materials and planning outputs
On-time preparation and delivery of materials ahead of scheduled client meetings
Effective coordination across investment operations and insurance partners
Timely resolution of post-meeting action items
Ability to enable the Financial Advisor to operate without operational friction or delays

Qualification & Required Experience

Required

3+ years of experience in financial planning support, investment operations, or administrative roles within wealth management
Proficiency in retirement analysis, investment analysis, and financial planning tools (e.g., eMoney, RightCapital, or similar)
Familiarity with CRM platforms (e.g., Wealthbox, Slant, etc.)
Exceptional attention to detail and commitment to accuracy
Strong organizational and time management skills

Preferred

Series 65/66 licenses — active and in good standing
State Life & Health insurance producer licenses
Experience working within a team-based or pod advisory model
Exposure to insurance brokerage coordination and implementation workflows
CFP® candidacy or interest in pursuing professional designations

Skills & Attributes

High degree of accuracy and reliability — consistently delivers work that is correct and complete
Strong analytical mindset with the ability to interpret and present financial data clearly
Excellent written communication skills for preparing client-ready materials
Proactive and self-directed — anticipates needs and acts without being prompted
Collaborative team player who communicates openly and supports pod-wide success
Comfortable managing multiple priorities and deadlines in a structured, fast-paced environment
Discretion and professionalism when handling sensitive client information

Benefits

Work from home
Medical, dental, vision, life and voluntary life insurance
401(k) with company match
Paid vacation and sick days
Paid holidays
Potential for performance bonus of up to 20% of base compensation annually, tied to employee and company performance

About the Company

Full Bloom Wealth

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