Client Service Associate

Are you a Client Service Associate in the Financial Industry looking to make a meaningful impact in a collaborative, growth-minded firm? Join our dynamic team at Freedom Day Solutions, where innovation, relationships, and integrity drive everything we do.

Freedom Day Solutions, LLC is an independent Registered Investment Advisory firm serving families and business owners across the country. Founded in 2006, our experienced team provides in-house financial guidance free from the constraints of banks or brokerages. We focus on building long-lasting partnerships based on trust, transparency, and personalized service – doing for our clients as we would for our own families.

Houston, TX

The Client Service Associate provides support to both clients and advisors, ensuring accuracy and efficiency. This role requires a professional who is detail-oriented, organized, and genuinely engaging – someone who builds trust and rapport over the phone and ensures clients are taken care of at every step.

• Provide ongoing service and operational support to advisors and their clients.
• Gather client-submitted financial documents and statements.
• Organize and review relevant financial data for accuracy and completeness.
• Manage plan implementation, coordinating with advisors and clients to ensure all actions are completed efficiently.
• Prepare and process account opening paperwork accurately and efficiently.
• Guide clients through the account transition process, ensuring a smooth experience.
• Track and follow up on outstanding items to complete onboarding promptly.
• Update and maintain client data in relationship management and reporting systems.
• Process client requests for transactions, distributions, and account maintenance.
• Prepare plan/account updates for client meetings.
• Respond to client inquiries.
• Perform other services or operational duties, as required.

• Minimum 2 years of experience in a similar role.
• Grasp of financial services concepts, including investments, retirement accounts, annuities & insurance, etc.
• Experience with CRM preferred.
• Proficient in Microsoft Office Suite and overall comfort with using technology.

• Attention to detail, strong organizational skills, and thorough follow-up.
• Ability to prioritize while working quickly and accurately.
• Effective and concise communication skills.
• Resourceful and proactive work style with a strong sense of ownership.
• Pleasant attitude and extraordinary client service orientation.

• Medical and dental benefits
• 401(k)
• Paid holidays
• PTO

Apply today and let us know why you would be a great fit for our Client Service Associate position!