Heffernan Insurance Brokers ยท 4 hours ago
Client Service Associate
St Augustine, FL
Full-time
Onsite
New Grad, Entry Level
$55K/yr - $60K/yr
0+ years expHeffernan Insurance Brokers is a company focused on delivering excellent financial planning and investment management services. The Client Service Associate supports the Wealth Manager by preparing financial plans, conducting portfolio reviews, and ensuring a high-quality client experience.
FinanceFinancial ServicesInsurance
Hiring Manager
Matt Daulton, SPHR
Responsibilities
Prepare and update client financial plans, portfolio reports, and presentation materials using firm software tools
Review client files, recent activities, and relevant updates before meetings
Attend specific client meetings and help with meeting notes, follow-ups, and documentation
Draft post-meeting action plans and ensure follow-up items are completed promptly in coordination with the Client Service Manager
Enter and update precise client information in financial planning software
Conduct research and analysis on financial planning topics such as retirement income strategies, stock-based compensation, social security optimization, required minimum distributions, and charitable giving strategies, among other subjects
Assist in modeling planning scenarios, Roth conversions, and tax-efficient withdrawal strategies
Assist in creating client recommendations and written plan summaries for advisor review
Assist in preparing investment review materials, rebalancing reports, and asset allocation summaries
Help monitor portfolio allocations relative to investment policy targets
Collaborate with the Wealth Manager on special investment research projects and portfolio analysis
Maintain accurate and organized client information in CRM and planning software
Work closely with the Client Service Manager to ensure a smooth client service experience
Ensure adherence to documentation, recordkeeping, and reporting requirements
Participate in special projects or process improvement initiatives as assigned
Qualification
Required
High School diploma or GED required
Strong analytical and problem-solving skills, with keen attention to detail
Excellent communication skills required, both verbal and written
Highly organized and able to manage competing priorities and deadlines
Comfortable working with financial modeling, spreadsheets, and in a technology-driven environment
Must establish and maintain effective relationships with colleagues, customers, and business partners
Must have a proactive mindset, consistently looking for ways to improve internal processes and elevate the service experience for clients
Proficient in MS Office - namely Outlook, Word, Excel, and PowerPoint
Professional demeanor and behavior are required, as referenced in the Heffernan core values (Habits)
Preferred
Bachelor's degree in Finance, Accounting, Economics, or related field
CFP certification preferred, or willingness to pursue certification
Series 7 and 65 (or 66) licenses preferred, or willingness to obtain within the first year of employment
0-2 years of experience in a financial planning or paraplanning capacity desired (internship experience welcome)
Benefits
Discretionary annual incentive program
Comprehensive benefits package
Company
Heffernan Insurance Brokers
Heffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2019-07-22Private Equity
Leadership Team
Mike Heffernan
President and CEO
Kate Grasman
CIO
Recent News
2025-12-15
Company data provided by crunchbase