Tavares | Winter Park | The Villages

Client Services Associate – The Villages, FL

The Client Services Associate for our office in The Villages, is responsible for a wide variety of administrative and advisor support duties. The ideal candidate can multi-task, has effective communication skills, an aptitude for problem-solving, and thrives in a fast-paced evolving organization. They are expected to ensure every aspect of the client experience is properly maintained. This role will be best suited for someone from the Registered Investment Advisory Industry, banking, or Insurance industry with one to three years’ experience. Ideally the candidate will have in-depth experience with RIA systems such as “Orion” and “Salesforce”, and has experience with platforms like Schwab, TD, and Fidelity Wealthscape. The position expectation is to provide superior on-going service and advisor support functions that exceed expectations. Great benefits, corporate culture and work environment. The Villages® Charter School eligible.

Please submit a cover letter in addition to your resume


Specific duties include, but are not limited to:

  • First in line to answer the phone utilizing exceptional client service. Answer questions from clients or direct to appropriate resource within the organization
  • Coordinate calendars and schedule meetings for company associates, oftentimes involving our clients and business partners
  • File, scan, and organize documents
  • Handle shipping/receiving of client and internal mail
  • Maintain Salesforce data base – regular clean up
  • Track referrals
  • Provide back-up and cross-training to the other Specialists.
  • Proactively contact clients to enhance client relationship
  • Complete onboarding paperwork for new clients
  • Complete, submit, and monitor client servicing paperwork
  • Greet Clients and make them feel comfortable when visiting the office
  • Maintain client and prospect information in our records database
  • Assist clients, financial advisors and operations with client needs.
  • Assist operations in day-to-day functions.
  • Assist in developing processes and procedures that enhance accuracy and streamlines processes.
  • Draft, review, or edit client correspondence for the Advisors, if needed.
  • Perform general clerical and operational duties as assigned
  • Complete special projects as assigned.
  • Order office supplies, coordinate staff luncheons, offer clients refreshments; prepare coffee and maintain kitchen


  • Bachelor’s degree required.
  • Series 65 a plus, not required.
  • Minimum of two years of experience working in a professional office environment preferred.
  • Embody mission, values and culture of the company
  • Excellent follow-through skills
  • Possess strong financial and analytic skills
  • Able to work independently and take initiative
  • Strong computer and technology skills and expertise in Microsoft Excel, Word, and PowerPoint.
  • Familiarity with contact relationship management software, particularly salesforce, a plus.
  • Excellent interpersonal and telephone skills.
  • Excellent writing skills, organizational skills, and attention to detail.
  • Excellent attitude and an extraordinary client service orientation.
  • Ability to handle multiple tasks and operate on tight deadlines.
  • Be adaptable
  • Ability to thrive in a fast-paced environment
  • Experience with CRM software (Salesforce a plus).
  • Experience and Orion a plus.

The employee is expected to adhere to all agency policies and to act as a role model in the adherence to agency policies.

Work Remotely: No

Job Type: Full-time

Salary: $40,000.00 – $60,000.00 per year


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance


  • 8 hour shift
  • Day shift

Weekly day range:

  • Monday to Friday

Application Question(s):

  • Why do you think you’re ideally suited for the position?
  • Where do you see yourself in three years?
  • What would you want us to know about you (hobbies, favorite things to do)?


  • Bachelor’s (Preferred)


  • Customer relationship management: 3 years (Preferred)
  • Financial services: 1 year (Required)


  • Series 65 (Preferred)

Work Location: The Villages, FL

Apply Here

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