Client Service Associate

Essential Planning, LLC is seeking a client‑focused, detail‑oriented Client Service Associate (CSA) to join our growing financial planning team. This role is ideal for someone who enjoys creating exceptional client experiences, thrives in a structured yet dynamic environment, and is interested in building a long‑term career in the financial services industry.As a CSA, you will work closely with Advisors and internal operations team members to ensure clients feel supported, informed, and well cared for - before, during, and after every interaction with our firm.What This Role Is Really LikeThis is a hands‑on, multi‑faceted position that blends client interaction, administrative accuracy, and operational follow‑through. On a typical day, you might:Process client service requests and follow up to ensure timely resolutionPrepare meeting materials and update client records in our systemsSupport Advisors with account activity, reporting, and workflowsAssist with onboarding new clients and accountsCoordinate behind‑the‑scenes details that allow Advisors to focus on planning and relationshipsIf you enjoy being the person who keeps things running smoothly - and knowing your work directly impacts both clients and teammates - this role may be a great fit.Key ResponsibilitiesClient Relationship & ServiceServe as a primary point of contact for client requests, questions, and follow‑upsMaintain accurate and up‑to‑date client records, documentation, and workflowsAssist with client onboarding, including account openings, rollovers, and data entryHelp ensure a smooth and professional client experience at every touchpointAdvisor & Operations SupportSupport Advisors with day‑to‑day operational needs such as account activity, reporting, and meeting preparationAssist with trading, bill pay, asset allocation support, and financial analysesComplete CSA workflows accurately and efficiently within established timelinesSupport firm marketing efforts, including client events and seminarsOffice & Team SupportAnswer phones during office hours with professionalism and warmthAssist the administrative team and Advisors with general office needs as requiredContribute to a collaborative, dependable team environmentProfessional Development & GrowthAt Essential Planning, we view this role as a foundation for long‑term growth, not just a list of tasks.You will:Participate in structured training and onboardingLearn firm processes, compliance standards, and risk awarenessReceive ongoing coaching, feedback, and professional development supportQualificationsCollege degreeStrong organizational skills and attention to detailProfessional communication skills (written and verbal)Ability to manage multiple priorities in a fast‑paced environmentCommitment to confidentiality and client service excellenceSecurities Industry Essentials (SIE) Exam (Preferred)Experience in a client service, administrative, or financial services role (Preferred)Familiarity with CRM or database systems (Preferred)Technical SkillsComfort using CRM, financial planning, and portfolio management systemsProficiency in Microsoft Office and digital collaboration toolsAbility to learn and adapt to firm workflows and systemsWhy Join Essential Planning, LLC?At Essential Planning, we believe in doing meaningful work - supporting our clients, supporting each other, and continuously improving how we serve.Our benefits and culture include:Competitive salaryLife & long‑term disability insurancePension plan401(k) with company contributionsPaid time off (PTO), personal time, and holidaysPeriodic work‑from‑home flexibility Tuition assistance after 12 monthsA collaborative, supportive, values‑driven teamOngoing professional development and CE opportunitiesCoaching and mentoringComfortable, professional office environmentTeam-building/retreat daysInterview Process & TimelineWe believe transparency matters - for both candidates and our team.Initial phone screenings will take place on Wednesday, May 27th.In‑person interviews with job-related tasks will take place on Wednesday, June 3rd. (90 minutes total)Anticipated start date: Monday, June 15th.Please confirm your availability for these dates before applying.Ready to Apply?If you are a detail‑oriented professional who values teamwork, client service, and continuous growth, we’d love to hear from you.Apply today and join a team where your work truly matters - and your growth is a priority.