Client Service Associate

About the role

ASL Financial, LLC is a boutique financial planning and advisory firm seeking an experienced Client Service Associate. The role is fully remote and focuses on delivering excellent client service and supporting advisors.

Key responsibilities

• Respond promptly and accurately to client requests.
• Assist advisors with meeting preparation and follow‑up tasks.
• Process account opening applications, transfer paperwork, and money movements.
• Manage brokerage tasks and workflow adjustments.
• Enter data into the financial planning software NaviPlan.

Required profile

• Minimum 2 years of experience in financial services.
• Strong organizational skills, attention to detail, and ability to prioritize tasks.
• Self‑directed work style with good time‑management and problem‑solving abilities.
• Ability to quickly learn and implement new technology and software.

Required skills

• Proficiency with financial planning software (NaviPlan).
• Familiarity with brokerage processes and account administration.
• Knowledge of Pershing platform is a plus.

What we offer

• Starting salary $65,000‑$80,000 based on experience and credentials.
• 401(k) plan after one year of service.
• Mentorship, learning opportunities, and flexible schedule.
• Professional growth in a collaborative, remote environment.