Client Service Associate

Build and maintain client relationships to drive retention, managing new client implementation and coordinating activities with team members. Maintain client paper and electronic files while compiling quarterly asset values for billing, journals, transfers, invoicing, annuity fees, and commission fees. Handle day-to-day administrative duties including scheduling appointments, managing accounts payable and receivable, and supporting receptionist tasks. Review job scope activities for controls to prevent errors, fraud, and misstatements of financial results. Identify value-added services aligned with client business needs and participate in compliance and practice management training. Requires high school diploma with bachelor's preferred, financial services experience, and proficiency in MS Office, Salesforce, and Redtail.