Fontana Financial Planning · 2 days ago
Senior Client Service Associate
Dallas, TX
Full-time
Onsite
Mid, Senior Level
3+ years expFontana Financial Planning is seeking a Senior Client Service Associate to join their team. The role involves assisting senior financial advisors and the Director of Planning with client service and processing paperwork, while ensuring smooth operations within the practice.
Financial Services
Responsibilities
Prepare, submit, and follow up on new/existing client and administrative paperwork
Onboarding new client relationships
Assist with financial planning practices including entering data, uploading and reviewing client tax returns and estate plans into financial planning software and building one page financial plan deliverable
Manage client relationship building activities such as gifting, creating memorable experiences and interactions, and delivering "WOW moments"
Maintain CRM and paperless document system daily
Provide timely and proactive status updates on assigned tasks
Assist with special projects/tasks, as needed including event planning and marketing efforts
Assume related administrative and general office support duties, as needed
Support various client functions
Answering incoming communications
Greet and welcome clients before review meetings and events
Assist with the building, maintenance, and adherence to firm operations manual
Scanning, ordering office supplies
Qualification
Required
CFP designations
3-5 years of industry experience
Strong organizational, time management, and multitasking skills
Proficient MSOffice skills with ability to learn new software, as needed
Ability to thrive in a fast-paced environment
Excellent verbal and written communication skills
Excellent judgment, strong problem-solving skills
Proven experience working with highly confidential information
Self-starter who is resourceful, organized and detail-oriented
Preferred
Series 7, 63, or 66
Notary preferred (or obtaining notary during new hire onboarding)
Company
Fontana Financial Planning
Fontana Financial Planning - Simplifying Your Financial Success.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Patrick Fontana, CFP®
Founder
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