client service associate
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JOB OVERVIEW
As a Client Service Associate at Flagstone Financial Management, you will serve as a primary point of contact for our clients. This role calls for an enthusiastic individual with strong communication skills to effectively address client requests and deliver exceptional service.
The ideal candidate will actively assist the client service and advisory teams with daily tasks and projects, demonstrating a high level of independence, sound judgment, and meticulous attention to detail. Strong time management and organizational skills are crucial for effectively prioritizing tasks and managing multiple responsibilities.
We are looking for an enthusiastic individual who embodies our GRIT values (Growth, Relationships, Integrity, Teamwork) and is committed to contributing to our team’s success through outstanding client service and dedication to continuous improvement.
KEY responsibilities
Client Engagement
- Welcome clients and assist with account opening, transfers, and maintenance.
- Process transactions and prepare reports.
- Anticipate and address client needs or concerns to ensure a seamless experience.
- Maintain organized office files in line with compliance requirements.
- Assist with marketing initiatives and client events.
Advisory Support
- Prepare materials for client meetings.
- Facilitate client onboarding for financial planning and investment services.
- Support back-office projects for advisory teams.
QUALIFICATIONS
Experience and Education
- 1-3 years of experience in an office/professional setting focusing on client service or operations.
- Familiarity with financial services is a plus.
- Series 65 license preferred (or must be obtained within 6 months of hire).
Skills and Attributes
- Strong verbal, written, and listening communication skills.
- Demonstrated ability to take initiative and proactively solve problems.
- Skilled in utilizing various technology platforms and software applications.
- High integrity in handling confidential information.
- Excellent time management and organizational skills.
- Knowledge of financial regulations and compliance is a plus.
contact us
We are passionate about meeting new people and helping them along their financial path. We would love to answer any questions you might have, hear about the path you have been on and learn where you want to go. Our initial consultation is completely free, and gives you the opportunity to explore what it might look like to work together. Schedule a time to chat on the phone, web video, or in person.
Click here for our Client Relationship Summary, also known as the regulatory disclosure Form ADV Part 3.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Flagstone Financial Management is an SEC registered investment adviser. Registrations as an investment adviser does not imply a certain level of skill or training. Flagstone Financial Management may only conduct business in jurisdictions in which it is registered, notice filed, or exempt.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
contact
5801 Hidcote Dr
Suite 100
Lincoln, NE 68516