Client Service Associate

Summary: Middlebrook Wealth is a financial services firm that is seeking a Client Service Associate to support Financial Advisors and deliver high-quality service to clients. The role involves maintaining client account information, assisting with operational tasks, and ensuring timely processing of client documentation. Responsibilities: - Assist Financial Advisors by servicing client accounts and maintaining accurate client records - Collect and organize client documentation required for account updates, new accounts, and service requests - Ensure client profiles, contact information, and account records remain current in firm systems - Follow up with clients to gather required information or documentation when needed - Assist with account maintenance requests such as beneficiary updates, address changes, and other service-related items - Provide operational and administrative support to Financial Advisors - Assist in preparing documents and materials for client meetings and account reviews - Coordinate and track paperwork for new accounts, transfers, and account updates - Help ensure all documentation is processed in accordance with compliance requirements - Assist advisors with correspondence and client communications when needed - Serve as a professional point of contact for clients regarding service-related requests - Respond to client inquiries and direct requests to the appropriate team members when necessary - Follow up with clients regarding outstanding documentation or account updates - Maintain a high level of professionalism and responsiveness in all client interactions - Maintain organized client files and internal records - Assist with scheduling client meetings and preparing meeting materials when needed - Support internal office operations and collaborate with remote team members - Assist with occasional client events or seminars hosted by the firm Required Qualifications: - Strong interpersonal and communication skills (written, phone, and in-person) - High attention to detail and ability to manage sensitive client information - Strong organizational skills with the ability to prioritize tasks and meet deadlines - Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and ability to quickly learn internal systems - Self-motivated, dependable, and comfortable working in a collaborative team environment - Background check (criminal and financial) and fingerprinting required per industry standards Preferred Qualifications: - Previous experience in client service, financial services, banking, or administrative support preferred Required Skills: Client Service, Financial Services, Banking, Administrative Support, Microsoft Office Suite, Phone Communication, Dependability Benefits: Comprehensive medical, dental, and vision coverage, Employer-paid life and disability insurance, Voluntary benefits available (accident, critical illness, hospital indemnity), Access to MyPath Perks Discount Marketplace, 3% Safe Harbor Employer Contribution to retirement plan (non-matching)