Client Service Associate

Tax Alchemy

Client Service Associate serving as the analytical and execution backbone of our advisory pod. Collaborating closely with Financial Advisors to enhance the client experience.

Posted 5/14/2026full-timeRemote • California • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as the technical and operational engine of the advisory pod — ensuring all planning materials, analyses, and deliverables are prepared with accuracy and delivered on time, enabling the Financial Advisor to focus entirely on client relationships and decision-making.
Prepare all client meeting materials in advance, including retirement projections and income analysis, investment performance and portfolio analysis, financial planning summaries and supporting outputs.
Ensure all materials are accurate, clearly presented, and delivered within established timelines
Maintain and update client planning data within the firm's planning systems and tools
Coordinate with RIA Operations partners to facilitate timely execution of client recommendations and instructions
Liaise with insurance brokerage partners to support the implementation of risk management and insurance strategies
Ensure all implementation steps are tracked, confirmed, and communicated appropriately
Capture and manage all post-meeting action items with clear ownership and deadlines
Monitor progress on outstanding items and proactively follow up to ensure timely resolution
Support the Financial Advisor in maintaining a seamless, friction-free client experience between meetings
Work closely with the Financial Advisor to ensure alignment across all client workstreams
Communicate proactively on timelines, dependencies, and any issues that may affect delivery
Contribute to continuous improvement of internal processes, templates, and planning workflows

Requirements

What you’ll need

3+ years of experience in financial planning support, investment operations, or administrative roles within wealth management
Proficiency in retirement analysis, investment analysis, and financial planning tools (e.g., eMoney, RightCapital, or similar)
Familiarity with CRM platforms (e.g., Wealthbox, Slant, etc.)
Exceptional attention to detail and commitment to accuracy
Strong organizational and time management skills
Series 65/66 licenses — active and in good standing (Preferred)
State Life & Health insurance producer licenses (Preferred)
Experience working within a team-based or pod advisory model (Preferred)
Exposure to insurance brokerage coordination and implementation workflows (Preferred)
CFP® candidacy or interest in pursuing professional designations (Preferred)

Benefits

Comp & perks

Work from home
Medical, dental, vision, life and voluntary life insurance
401(k) with company match
Paid vacation and sick days
Paid holidays
Potential for performance bonus of up to 20% of base compensation annually, tied to employee and company performance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planning supportinvestment operationsretirement analysisinvestment analysisfinancial planning toolsCRM platformsinsurance brokerage coordinationimplementation workflowsattention to detailtime management

Soft Skills

organizational skillscommunicationproactive follow-upteam collaborationcommitment to accuracy

Certifications

Series 65 licenseSeries 66 licenseState Life & Health insurance producer licenseCFP® candidacy