Client Service Associate

Jambalaya Group

. Complete pre- and post-meeting tasks, including agenda creation, note-taking, and action item tracking .

Posted 10/20/2026full-timeRemote • New York • United StatesJuniorMid-Level💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial services operations, regulatory compliance, and client transaction management while maintaining strong organizational and communication skills. Proficient in optimizing operational workflows and supporting financial advisory practices.

Highest-signal resume keywords

Financial Services Operations ExperienceRegulatory ComplianceRequired Licenses (Series 7, 66, Life and Health)CRM Systems ExperienceStrong Organizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Agenda CreationNote-TakingAction Item TrackingFinancial TransactionsTrading Compliance

Soft Skills

Excellent CommunicationDetail-OrientedProactive

Tools & Technologies

Financial PlatformsRemote Collaboration Tools

Certifications & Qualifications

Series 7Series 66Life and Health Licenses

Industry Keywords

Client TransactionsOperational WorkflowsFinancial Advisory Practice

About the role

Key responsibilities & impact

Complete pre- and post-meeting tasks, including agenda creation, note-taking, and action item tracking
Manage and oversee operational workflows for efficient and accurate client transactions
Support and process trades in compliance with regulatory requirements and company policies
Maintain regulatory compliance
Complete or obtain required licenses within six months if not already licensed
Collaborate with internal teams to optimize operational processes and enhance client service
Support the growing financial advisory practice
Potentially progress into a client-facing advisor role

Requirements

What you’ll need

Applicants must reside in CST or EST
Experience in financial services operations
Strong organizational skills with an ability to manage multiple tasks and deadlines
Excellent communication and follow-through on action items
Familiarity with financial transactions, trading, and compliance requirements
Required licenses (series 7, 66, Life and Health) or willingness to obtain them within six months
Tech-savvy with experience in CRM systems, financial platforms, and remote collaboration tools
Detail-oriented and proactive

Benefits

Comp & perks

Remote work with an expectation to work Eastern Time Zone hours
Competitive compensation
Comprehensive benefits, including health coverage and 401K with a match
Paid time off (PTO) and paid holidays
Professional development opportunities and licensing support
Growth opportunities within the practice, including becoming a client facing advisor