Senior Client Service Associate - Mission Financial Planners

Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm’s growth and operational efficiency. This individual will focus on optimizing internal workflows, identifying opportunities to delegate or outsource tasks, and ensuring that planners can dedicate their time to business development and client relationships.

Requirements

• Strong leadership and problem-solving skills with the ability to manage multiple priorities
• Excellent communication skills, both written and verbal, with the ability to articulate complex financial concepts clearly
• Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint); experience with financial planning and reporting software preferred
• High level of organization, time management, and attention to detail
• Strong ability to build relationships with clients, planners, and internal teams
• Independent, self-motivated professional with a proactive approach to problem-solving

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Retirement Plan
• Paid Time Off