New

Client Services Associate

Vaco
$50,000.00 / yr
401(k), retirement plan
United States, Florida, Winter Park
Nov 20, 2025
Job Description: ClientServicesAssociate-Top Workplace/Award-Winning Culture/Great Benefits Vaco is seeking an exceptionalclientservicesprofessional to support our financial advisors and assist with efficient, qualityclientservice. You must be creative and enjoy working within an entrepreneurial environment that is mission-driven and community oriented. TheClientServicesAssociateis a highly focused, energetic individual that enjoys an active role handling prioritizing, and coordinating for the Advisors to ensure calendar and To-Do lists best support team objectives. The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain balance among multiple priorities. Key Functions of theClientServicesAssociate Interact daily on the phone and in person with prospective and existingclients while maintaining a professional image. Schedule and coordinate meetings and appointments, while managing and frequently representing the Advisors across all communication platforms. Create and maintain records, files, reports, and databases utilizing theClientRelationship Management platform. Coordinate travel arrangements for the executive advisor. Generate weekly reports; prepare cards and other mailings for signing and distribution. Complete cross-training and assist with other operational functions as required. Qualifications Associates degree or 3+ years of administrative experience in lieu of degree required. Tech savvy individual with solid mastery of MS Office Suite for general communications, reporting, video conferencing and presentations. Skilled at being in sync with the advisors and "playing chess" to manage priorities and scheduling, plus anticipate upcoming needs before they arise. A humble, servant-minded individual that thrives in a team environment. Pay: $50K Schedule: M-F 8-5pm Location: Winter Park Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal. By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here. Virginia residents may access our state specific policies here. Residents of all other states may access our policies here. Canadian residents may access our policies in English here and in French here. Residents of countries governed by GDPR may access our policies here. Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.