Client Success & Operations Associate

Posted 12 days ago

financial life advisorsSan Antonio (TX)

Financial Clerks, All OtherPortfolio Management and Investment Advice

SENIORITY

Junior

About the role

Financial Life Advisors is a planning-first firm dedicated to lifelong client relationships. We seek a Client Service Associate to support advisors by executing client service workflows, onboarding clients to portals and digital access, and maintaining accurate documentation. You will coordinate client requests, keep clients informed on status, escalate when needed, and help ensure a positive client experience throughout the service lifecycle. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.