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. The ideal candidate is highly organized, detail-oriented, and committed to delivering exceptional client service.

The Senior Client Service Associate reports directly to the Financial Planner and manages the firm’s client service operations, overseeing support staff and enhancing the client experience through proactive service, problem resolution, and operational excellence.

Key Responsibilities :

Firm Operations & Leadership

• Oversee daily firm operations and manage support staff responsibilities.
• Identify and implement process improvements to enhance efficiency and support the firm’s growth.
• Develop, coach, and mentor team members to ensure accountability, performance excellence, and professional growth.
• Conduct performance evaluations and provide timely feedback to staff.

Client Service & Relationship Management

Operational Efficiency & Compliance

Strategic Support & Business Growth

Supervisory Responsibilities

Qualifications & Skills

Education & Experience

Licenses & Certifications