DG - Client Service Associate

Client Service Associate – Wealth Management (Experienced) Las Vegas, NV | Full-Time | $65,000–$80,000 | Pet-Friendly Office About Us Dawn Gordon Financial Advisors is a boutique wealth management and financial planning firm located in the heart of Las Vegas. With over 35 years of industry experience and client relationships averaging more than 15 years, we provide investment management, comprehensive financial planning, and insurance services for affluent individuals and their families. We are affiliated with LPL Financial, one of the nation's largest independent broker-dealers. Our team operates with integrity, precision, and a warm, community-focused approach—including a commitment to a local cat care program in our pet-friendly office. We own our office building and take pride in offering a calm, welcoming environment. About You You are a seasoned, service-oriented professional who thrives in a detail-rich, client-first environment. You are passionate about supporting financial advisors and enjoy being the glue that keeps the office running efficiently. You are personable, professional, resourceful, and tech-savvy—able to juggle high-level tasks while delivering warm, competent support to clients. You likely bring: - Experience working in a financial advisor’s office (preferably with LPL Financial) - Comfort interacting with affluent clients and their professional partners (CPAs, attorneys) - A calm, confident demeanor and the ability to work independently - A mindset of ownership and pride in your work Key Responsibilities - Serve as the primary point of contact for client service, including phone, email, and in-person communication - Schedule and confirm appointments, manage advisor calendars, and coordinate meetings (in-person and Zoom) - Prepare and process paperwork including new accounts, transfers, money movement, death claims, and beneficiary changes - Support compliance, continuing education, and license tracking - Manage and maintain Redtail CRM for notes, tasks, and workflows - Assist in investment operations through LPL ClientWorks platform - Maintain office readiness and manage building needs and supplies - Support quarterly reports and review preparation for client meetings - Participate in our office’s community and charitable initiatives Qualifications - 2+ years of client-facing experience in a comprehensive financial planning firm - Experience working with LPL Financial and LPL ClientWorks would be a plus - Strong experience with Redtail CRM and Microsoft Outlook - Associate’s degree or combination of college education and industry experience - Excellent communication skills—both written and verbal - Proficiency in document scanning, uploads, digital workflows, and general office tech - Securities licensing (Series 6, 7, or 63) and/or Life & Health license is a plus (or willingness to obtain) - Ability to pass a background and credit check if unlicensed What We Offer - Competitive salary range: $65,000–$80,000, depending on experience - Paid time off and paid holidays - Health insurance stipend - Retirement plan - Professional development support - Pet-friendly office with a heart for animal advocacy - Collaborative, low-drama, supportive work environment Ready to Apply? We’re looking for someone who’s ready to become an indispensable part of our high-integrity, high-touch team. If you’re experienced in wealth management support and want to join a firm where you’ll be valued and respected, we’d love to meet you. Job Type: Full-time Pay: $65,000.00 - $80,000.00 per year Benefits: • Health insurance • Paid time off • Paid training • Professional development assistance • Retirement plan Education: • Associate (Preferred) Experience: • Wealth management: 2 years (Required) • CRM software: 2 years (Preferred) License/Certification: • FINRA License (Preferred) Ability to Commute: • Las Vegas, NV 89101 (Required) Work Location: In person