Work With DeLong & Brower Financial Services

WHY YOU'LL LOVE WORKING HERE

At DeLong & Brower Financial Services, we believe in teamwork, professional growth, and delivering exceptional client experience. You’ll join a collaborative environment where your contributions matter, your ideas are valued, and your career can thrive. We also enjoy close synergy with our sister companies — DeLong & Brower, P.C. (accounting) and Buursma Agency (insurance) — creating unique opportunities to serve clients holistically.

ROLE OVERVIEW

We’re seeking a  full-time, onsite Client Service Associate (CSA) to provide operational and client service support to our advisory team. You’ll take ownership of client requests, prepare meeting materials, maintain accurate records, and help ensure a seamless client experience. This is a great next step for someone with financial services experience who’s ready to grow into more independence and responsibility.

WHAT YOU'LL DO

Client Support & Relations

• Respond to client requests promptly and professionally, escalating complex cases when needed.
• Build lasting relationships through clear communication and a client-first mindset.

Account & Operations Management

• Support account onboarding, transfers, beneficiary updates, and ACH requests.
• Run operational reports, monitor account maintenance tasks, and distribute action items.
  

Meeting & Calendar Management

• Prepare and review client meeting packets with accuracy and attention to detail.
• Schedule client meetings, manage multiple calendars, and coordinate annual client review cycles.
  

Data & Compliance

• Maintain client records and compliance documentation in CRM (Redtail).
• Ensure adherence to regulatory and firm-specific compliance guidelines.
  

Technology & Process Improvements

• Serve as a key user of our technology platforms, assisting with troubleshooting and updates.
• Spot opportunities to improve processes and share ideas to enhance efficiency.
  

Team Collaboration

• Mentor peers on routine tasks and contribute to cross-training.
• Collaborate closely with advisors and operations team members to deliver excellent client service

WHAT WE'RE LOOKING FOR

Experience: 1–3 years in financial services, client support, or professional office operations.

Education: High school diploma required; Associate’s or Bachelor’s degree in Business, Finance, or related field preferred.

Skills:

• Strong organizational and time management abilities.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft 365; CRM experience (Redtail preferred).
• Comfort with learning and managing technology platforms.

Licensing: SIE, Series 7, and Series 63 preferred (firm support available for candidates pursuing these credentials).

Mindset: A help-first attitude, attention to detail, and passion for delivering exceptional client experiences.

CAREER PATH

This position serves as an important stage in our Client Service career path. Team members in this role gain confidence in independently managing client needs, deepen their expertise in financial services systems, and begin preparing for leadership responsibilities in areas such as advanced case management and mentoring.

At our firm, we are committed to investing in both career and personal development. This role is designed to build the skills and experiences that support long-term professional growth and create opportunities for advancement within the organization.
Job Type: Full-time

Compensation & Benefits

Salary Range: $45,000 – $55,000 annually, with potential bonus based on performance.
Retirement: 401(k) plan with company match.
Insurance: Health, dental, vision, and life insurance.
Time Off: Generous PTO and paid holidays.
Professional Growth: Training, professional development, and certification support.
Culture: Flexible, family-friendly work environment with opportunities for career advancement.