Client Care Associate

Company: Revision Wealth Management
Location: Gainesville
Posted on: February 16, 2026

Job Description:

Job Description Job Description Salary: Who We Are At Revision Wealth Management, we are a premier wealth management firm delivering high-touch, highly customized financial solutions. We serve high-net-worth and mass affluent clients with precision, discretion, and excellence. Our standard is simple: operational mastery paired with exceptional client experience. Position Summary The Client Care Associate / Client Liaison serves as the connective tissue between our clients and advisory teams. This role exists to ensure that every client interaction reflects the firms commitment to excellence, responsiveness, and proactive service. This individual safeguards the client experience from first contact through ongoing service. They manage communication flow, coordinate internal execution, maintain CRM accuracy, and ensure no detail falls through the cracks. This is a client-facing role with no supervisory responsibilities. Professional presence, discretion, and emotional intelligence are essential. Key Responsibilities Client Experience and Relationship Support Serve as a primary point of contact for client service requests and general inquiries Proactively communicate updates regarding accounts, documentation, and next steps Ensure client requests are resolved within established service level timelines Maintain consistent follow-up to confirm satisfaction and completion Client Liaison and Internal Coordination Act as liaison between advisors, operations, custodians, and compliance teams Track deliverables to ensure timely execution of financial planning and investment strategies Prepare meeting materials, coordinate review meetings, and manage follow-up action items Escalate complex matters appropriately while preserving client confidence Client Onboarding and Account Maintenance Coordinate new client onboarding from introduction to account funding Process and review new business applications with meticulous accuracy Monitor application status and communicate progress to clients and advisors Maintain CRM records with 99 percent accuracy Administrative and Operational Excellence Manage calendars, scheduling, and client touchpoints Prepare internal and external correspondence aligned with firm standards Assist with client events and educational workshops as needed Maintain confidentiality and regulatory compliance at all times Continuous Improvement Identify process gaps and recommend workflow enhancements Track recurring client issues and propose preventative solutions Stay current on firm offerings and industry developments Qualifications Education and Experience Bachelors degree preferred Minimum 3 years in a client-facing or administrative role within financial services or a professional services environment Licensing such as FL 2-15 preferred or required within 60 days Skills and Competencies Exceptional written and verbal communication skills Advanced proficiency in CRM systems and Microsoft Office Suite High emotional intelligence and professional discretion Strong organizational discipline and follow-through Ability to thrive in a fast-paced, detail-driven environment Professional Standards Polished and professional presentation is required Demonstrates integrity, discretion, and composure in all client interactions Operates with urgency while maintaining accuracy

Keywords: Revision Wealth Management, Port Orange , Client Care Associate, Sales , Gainesville, Florida