Client Services Representative

Financial Advisor Assistant / Client Service AssociateAre you interested in a career in financial services but prefer supporting advisors rather than building your own book of business? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking a Financial Advisor Assistant / Client Service Associate to support our growing team. This role is ideal for someone who enjoys working behind the scenescombining operational support with analytical and strategic contributionswhile participating in the growth of the business they help support. What Youll Do Assist financial advisors with administrative and operational responsibilities Prepare, process, and track client paperwork and account applications Support client onboarding and ongoing service requests Coordinate meetings, follow-ups, and client communications Maintain accurate client records and ensure compliance standards are met Strategic & Analytical Responsibilities: Assist with case design and development of client financial strategies Help build and prepare comprehensive financial plans Conduct data analysis to support recommendations and client reviews Support advisors in business planning and practice strategy initiatives Research financial products and planning concepts to support client solutions Compensation Performance-based compensation tied to the business and accounts you support Typical earning potential ranges from $40,000 to $120,000+ in commission annually, depending on contribution and team production No requirement to prospect or build your own client base Opportunity to grow earnings alongside a high-performing advisory team What We Offer Hands-on training and mentorship within the financial services industry Exposure to financial planning, investment strategies, and practice management Opportunity to grow into operations, planning, or advisory roles (if desired) Collaborative, team-oriented work environment Access to systems, tools, and resources through MassMutual What Were Looking For Strong attention to detail and organizational skills Analytical mindset with interest in financial planning and strategy Ability to manage multiple tasks and meet deadlines Strong communication and problem-solving skills Interest in financial services and long-term career growth Comfortable in a performance-based compensation structure Bachelors degree preferred (finance, economics, business, or related field is a plus) Why Join Us? At Lee, Nolan & Koroghlian, LLC, youll play a critical role in both the operational and strategic side of the business. This is a unique opportunity to gain hands-on experience in case design, financial planning, and practice developmentwhile growing your earnings alongside a successful advisory team, without the pressure of direct sales.