Client Service Associate

Client Service Associate

Full-Time, In-Office | Tallahassee, FL

ABOUT THE ROLE

Lester Hamrick, financial advisor with Coastal Wealth, is seeking a detail-oriented and personable Client Service Associate to support the daily operations of his Tallahassee practice. This role is central to delivering a smooth, professional client experience while keeping the office organized and running efficiently.

KEY RESPONSIBILITIES

• Manage daily administrative and office operations

• Answer and coordinate phone calls, emails, and client communications

• Schedule meetings, appointments, and follow-ups

• Assist with preparation and organization of client and business documents

• Maintain accurate records and confidential information

• Support the team with presentations, reports, and general administrative projects

• Coordinate with clients, team members, and professional partners

• Help maintain an organized and welcoming office environment

• Provide professional communication and customer service

• Assist with special projects and other responsibilities as the business grows

QUALIFICATIONS

• Prior administrative, office, or client service experience preferred

• Strong organizational skills and attention to detail

• Professional written and verbal communication skills

• Comfortable managing confidential and sensitive information

• Proficiency in Microsoft Office (Word, Excel, Outlook)

• Understanding of Social Media and Digital Practice Management

• Financial services or wealth management experience a plus, not required

COMPENSATION & BENEFITS

Competitive salary, commensurate with experience. [Benefits details to be confirmed.