Client Services Associate

Overview

Grace Lane Financial Partners empowers clients to live their best lives now and in the future by combining financial planning with a focus on personal life goals. Dedicated to understanding each client’s unique story, the team at Grace Lane collaborates to create tailored financial strategies that prioritize freedom, happiness, and security. By encouraging clients to maximize their present experiences while ensuring long-term stability, the firm redefines traditional financial planning with a holistic, client-centric approach.

Located in the Austin, Texas Metropolitan Area, Grace Lane Financial Partners welcomes all individuals seeking a fresh perspective on managing and utilizing their finances effectively.

Job Location:

Hybrid Remote – Austin, TX area

Base Pay: $50,000-$70,000

Employee Type:
Full-time (Monday – Friday 8:30 AM – 5:00 PM)

Job Type: Client Service Associate

Experience Requirements: 2 – 5 years’ of operational experience

Experience Preference: 1 – 2 years’ experience at a financial planning firm

• Client Service Associate
• Paraplanner
• Operations Associate

• Serve as the primary client contact, ensuring timely communication and exceptional service.
• Manage onboarding and account setup, including paperwork and rollovers.
• Schedule and prepare client meetings; maintain accurate records in CRM.
• Support clients with technology platforms and provide guidance on required documentation.
• Assist with compliance reporting and contribute to process improvements.

• Gather client data and input into planning software; generate reports and financial statements.
• Prepare meeting agendas, summarize action items, and attend reviews for follow-up.
• Model “what-if” scenarios for retirement, education, and insurance planning.
• Conduct basic investment and insurance product research for advisor recommendations.

• Perform data entry and run reports in CRM and other software platforms
• Identify, document, and implement process improvements in onboarding and servicing
• Troubleshoot system access issues and support platforms like A360, MS Teams
• Track KPIs such as response times, task completion rates
• Support compliance efforts including audit prep, regulatory logs, and documentation integrity

• Excellent written and verbal communication skills.
• Strong time management and organizational abilities.
• Ability to learn new software quickly and work independently.
• Financial planning acumen and analytical skills for scenario modeling.
• Attention to detail and ability to prioritize tasks.
• Problem-solving skills and adaptability in a fast-paced environment.

• Associate degree required;
  Bachelor’s degree in finance, business, or related field preferred.
• 2–5 years of operational experience; 1–2 years in a financial planning firm preferred.
• Willingness to obtain FPQP® designation and pursue continuing education.

• Paid time off (sick or vacation)
• Paid national holidays
• Financial assistance for professional certifications and continuing education
• Incentive pay based on reaching quarterly goals and revenue growth