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Grace Lane Financial Partners · 8 hours ago

Client Service Associate

Austin, Texas Metropolitan Area

Full-time

Hybrid

Entry, Mid Level

$50K/yr - $70K/yr

2+ years exp

Grace Lane Financial Partners empowers clients to live their best lives by combining financial planning with a focus on personal life goals. The Client Service Associate will serve as the primary client contact, ensuring timely communication and exceptional service while managing onboarding and account setup.

FinanceFinancial ServicesImpact Investing

Responsibilities

Serve as the primary client contact, ensuring timely communication and exceptional service

Manage onboarding and account setup, including paperwork and rollovers

Schedule and prepare client meetings; maintain accurate records in CRM

Support clients with technology platforms and provide guidance on required documentation

Assist with compliance reporting and contribute to process improvements

Gather client data and input into planning software; generate reports and financial statements

Prepare meeting agendas, summarize action items, and attend reviews for follow-up

Model 'what-if' scenarios for retirement, education, and insurance planning

Conduct basic investment and insurance product research for advisor recommendations

Perform data entry and run reports in CRM and other software platforms

Identify, document, and implement process improvements in onboarding and servicing

Troubleshoot system access issues and support platforms like A360, MS Teams

Track KPIs such as response times, task completion rates

Support compliance efforts including audit prep, regulatory logs, and documentation integrity

Qualification

Financial planning acumenAnalytical skillsCRM software proficiencyTime managementCommunicationOrganizational abilitiesProblem-solving skillsAttention to detailAdaptability