Client Services Associate

Dodds Wealth LLC, a fiduciary financial planning and investment advisory firm, seeks a Client Services Associate to support our advisors and deliver exceptional client experiences. In this client-facing role, you will manage onboarding, prepare review materials, process account paperwork, coordinate service requests, and maintain accurate CRM records. You will handle client calls and emails, schedule meetings, and assist with reports and documentation. This collaborative, education-focused envi…