Client Relations Specialist

Who We Are At Totus Tuus Consulting, our mission is simple but powerful: Protect what matters most. Inspire people to live their best life. Achieve what others thought was impossible. We’re a faith-based financial consulting firm in beautiful St. Augustine, FL, and we believe that work should feel like more than a paycheck — it should feel like purpose. Here, we’re not just building a business. We’re building a family, a team that prays together, grows together, and celebrates together. Our clients are part of that family, too — and we’re passionate about helping them live freely, confidently, and joyfully. If you’re ready to use your gifts to make a real impact (and have fun doing it), this could be the perfect place for you. What You’ll Be Doing As our Client Relations Specialist, you’ll be the calm, confident problem-solver who keeps everything running smoothly. You’ll make sure our clients feel seen, heard, and cared for — and that our advisors can do their best work because you’ve got the details handled. Your days will include: Putting people first. Every client interaction is an opportunity to make someone’s day better. Owning your role. You’ll manage client paperwork, accounts, and service requests with care and accuracy. Collaborating joyfully. You’ll work hand-in-hand with our advisors to prepare for client meetings, follow up with vendors, and keep our CRM humming. Bringing order to the chaos. You’ll track details, manage RMDs, prepare reports, and keep things organized (you know who you are — color-coded spreadsheet kind of organized!). Growing in your calling. You’ll learn, lead, and contribute ideas as we continue building a world-class faith-driven firm.     Who You Are You’re the kind of person who finds joy in helping others — not because you have to, but because it’s who you are. You bring peace to busy days, precision to paperwork, and positivity to every challenge. Here’s what sets you apart: A love for serving people and building relationships Incredible attention to detail and follow-through Confident communication — written, spoken, and heartfelt A self-starter attitude (you see what needs to be done and do it) A process-minded brain with a heart for excellence Minimum Requirements Experience handling confidential client documents Prior client-facing experience in a professional setting Intermediate to advanced computer and CRM skills Financial services background preferred Florida 215 Insurance License (or willing to obtain) Series 65 License required (or willing to obtain) Who You Can Become At Totus Tuus, we believe that work is a calling — and we want to help you discover yours. This isn’t a role where you’ll be boxed in; it’s a role that grows with you. As you develop your skills, you’ll have the opportunity to customize your career path based on your strengths, goals, and passions: The Relationship Builder Path If you love connecting with people, you can grow into a production role — helping clients navigate our proven sales and onboarding process. No cold calls. No prospecting. Just meaningful, values-based conversations with clients who are already part of our community. You’ll get to make a direct impact on lives every day while deepening your financial expertise and leadership presence. The Leadership PathIf you’re energized by mentoring others and building systems that help teams thrive, you can pursue a management and leadership track — guiding others, shaping processes, and helping Totus Tuus expand its impact. You’ll have the freedom and support to grow into a leader who multiplies success across the team. Whichever path you choose, we’ll invest in your growth with training, mentorship, and encouragement every step of the way. Your career here is not just about where you start — it’s about who you’re becoming. Why You’ll Love Working Here Because at Totus Tuus, you’ll never be “just an employee.” You’ll be part of a team that believes in faith over fear, family over frenzy, and purpose over pressure. Here’s what that means for you: A supportive, values-driven culture that feels like home Real opportunities for personal and professional growth Encouragement to bring your faith and whole self to work A fun, positive environment where laughter and excellence coexist The chance to make a lasting impact on clients’ lives every single day Ready to Grow With Us? If your heart just said “yes,” we’d love to meet you. Take a moment to explore our website and learn more about who we are and what we stand for. Then, email us your resume to Jacki.Garra@TTCAdvisors.com and tell us why this role excites you. Please do not apply through LinkedIn—applications submitted there will not be reviewed.We can’t wait to welcome the next member of our Totus Tuus family. Let’s build something extraordinary — together.