Client Service Associate
Location: Pensacola, Florida
Job Type: Part-Time with the ability to become Full-Time
Reports To: Chris Kelly & Lori Ptacek, Financial Advisors
Job Summary:
We are seeking a detail-oriented and organized Client Service Associate to support our
financial team. The ideal candidate will have great communication skills via phone and in person,
be comfortable utilizing a Windows based PC, multitasking and consider themselves
“coachable”.They should also consider themselves one who is deadline driven, able to adjust
to change, improvise when problem solving, work sequentially, and confident in their ability
to bring closure to projects. This role requires a bottom line person with discretion,
professionalism, and the ability to work in a fast-paced and always evolving environment.
Key Responsibilities:
• Administrative Support: Manage calendars, schedule meetings, and assist with
organizing and systematizing existing team processes.
• Client Relations: Serve as a point of contact for clients and Financial Advisors,
providing information and assistance while maintaining confidentiality.
• Document Management: Prepare, review, edit and maintain documents, reports, and
correspondence. Ensure compliance with industry regulations.
• Data Entry & Record Keeping: Assist in maintaining accurate records of client
accounts and reports.
• Compliance Assistance: Support the team in adhering to regulatory requirements by
organizing compliance documentation and updating records.
• Office Coordination: Manage filing systems, and coordinate internal communications.
Qualifications & Requirements:
• No previous experience required; however helpful to have:
o Experience in Microsoft Office Suite (Excel, Word, Outlook).
o Excellent communication, organization, and multitasking skills.
o Ability to handle sensitive financial data with confidentiality and discretion.
Why Join Us?
• Competitive pay with flexible hours, within parameters.
• Professional growth opportunities in the financial industry.
• A dynamic and collaborative work environment.
If you’re a motivated individual looking to support a growing financial team, we’d love to hear
from you! Please reach out to Chris Kelly at camp4coffee@gmail.com or Lori Ptacek at
lptacek@tcnts.com for information.
