Join Our Team

Join a Growing Firm with Purpose

Are you someone who thrives on creating exceptional experiences and keeping everything running smoothly behind the scenes? We’re a growing financial services firm seeking a warm, detail-oriented Client Service Associate who is passionate about service and excellence.

In this role, you’ll be at the heart of our client experience—helping us live out our mission of Faith, Education, Empowerment, and Freedom in every interaction. If you enjoy meaningful work, value relationships, and want to grow with a team that’s building something special, we’d love to meet you.

What You’ll Do

• Create a welcoming, seamless experience by managing schedules, communications, and day-to-day office flow
• Be a trusted point of contact for clients, delivering service that reflects our values and care
• Prepare and organize client documents, process account paperwork, and maintain accurate, compliance-ready records
• Partner closely with financial advisors to prepare for meetings and ensure thoughtful follow-up
• Help bring our community to life by supporting seminars, client events, and faith-based educational workshops
• Keep operations running smoothly through billing support, vendor coordination, and light bookkeeping
• Contribute to firm growth by assisting with marketing communications, mailings, and client engagement initiatives

What You Bring

• 2+ years of administrative or office management experience (financial services a plus)
• A natural ability to stay organized, communicate clearly, and solve problems proactively
• Comfort working with CRM systems and standard office tools
• A high level of professionalism, discretion, and commitment to confidentiality
• A heart for service and alignment with our mission and values

Why Join Us?

• Be part of a growing firm where your role truly matters
• Work in a positive, faith-driven environment focused on making a difference
• Build meaningful relationships with clients and teammates
• Opportunity to grow alongside the firm and expand your impact

If you’re looking for more than just a job—and want to be part of a mission-driven team that values people, purpose, and growth—we’d love to connect. Please email inquiries to andrea@myfinancialessentials.com.