Client Services Associate
Advisor Employee ServicesHighlight
Summary
About the Role
About You
- 1 to 3+ years of experience in client service, operations, or administrative support within wealth management or a closely related environment.
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills with a client-first mindset.
- Proficiency with Outlook and Excel.
- Experience supporting annuities, insurance processing, or electronic application workflows.
- Familiarity with platforms such as Redtail, Schwab, Fidelity, or National Financial Services.
Benefits
- Opportunity to build a meaningful career in a retirement-focused advisory environment.
- Chance to become a trusted execution partner on a responsive and accurate team.
REAL BUSINESS SOLUTIONS. Helping place the right people with the right financial companies. At Advisor Employee Services, we are dedicated to helping both the Producer and the job seeker come together for a mutually beneficial and permanent professional relationship. For our Producers: The Advisor Employee Services team is dedicated to increasing financial professionals’ productivity through improving all aspects of team development. We are not a staffing agency but rather an employee consulting firm dedicated to attracting quality applicants to each and every position with which we work. As an Advisors Excel exclusive partnership, we reserve our work specifically for AE producers – giving you a competitive edge in your market. You’ll gain confidence and peace of mind knowing that your practice is run not just by any team, but by a developed team. Wait, what’s the difference? A developed team allows you to delegate everything at which you do not excel to someone on your team who does. This allows everyone on the team to work within their specific talents, facilitating greater efficiency and fewer headaches for all parties – which ultimately leads to increased focus from everyone at the office. Releasing the mental space occupied by human resources and team issues can have a tremendous impact on your overall production and profitability. For our Applicants/Job Seekers: For Applicants seeking a new and exciting career, please take a look at our current position openings in various states and cities. If you feel that you would like to join a client-focused, team environment, apply today! Visit www.aesplacement.com to apply! Please note that Advisor Employee Services is not a staffing agency and we only work with a select group of established financial producers within the United States