Client Service Associate

Client Service AssociateOn‑site | Eagle, IdahoAbout Us We are a boutique, relationship‑driven wealth management firm in Eagle, ID dedicated to delivering thoughtful financial planning and exceptional client service. Our team values professionalism, collaboration, and a warm, welcoming environment for both clients and colleagues. We are looking for an in-person Client Service Associate who will also serve as the front‑desk point of contact — a hybrid role ideal for someone who enjoys both analytical work and occasional client interaction.About the RoleThe Client Service Associate supports our advisors while also managing front‑desk responsibilities and answering incoming calls. This position is perfect for someone who is detail‑oriented, personable, and eager to grow within the financial planning profession.What You’ll DoFinancial Planning SupportGather and input client data into planning software and CRM systemsPrepare meeting materials and track follow‑up itemsConduct basic research on planning topics and investment productsMaintain accurate and compliant client recordsClient Service & Front DeskGreet clients and visitors with professionalism and warmthAnswer and route incoming phone callsManage the front desk area and maintain a welcoming office environmentSchedule appointments and coordinate calendarsHandle mail, scanning, filing, and general office tasksWhat We’re Looking ForBachelor’s degree in finance, business, economics, or related field preferredExperience in financial services, client service, or administrative roles is a plusStrong communication skills and a client‑first mindsetHigh attention to detail and ability to manage multiple prioritiesProficiency with Microsoft Office and CRM experience is helpfulWho You AreOrganized and proactive, with strong follow‑throughCurious and motivated to grow in the financial planning fieldComfortable working in a small, collaborative team environmentEntry Level Position = $50,000 - $55,000 starting salary + bonuses after 90 day probationary period