Client Service Associate placement
The Client Service Associate Who Gives You Your Week Back.
The Windermere Agency places client service associates with Orlando wealth management, legal and professional firms for a flat $4,500 fee and a 90-day replacement guarantee. Every candidate is screened the way we screen household staff.
$4,500 flat fee | $750 deposit applied | 90-Day Replacement Guarantee
The role
What a Great Client Service Associate Does.
In a wealth management or professional practice, the client service associate is the relationship. We place people with the polish, patience and precision the role demands, and the discretion to handle what clients share.
- Client onboarding, paperwork and account maintenance
- Scheduling reviews and preparing meeting materials
- First response to client questions and requests
- Compliance-aware record keeping and follow-up
- Support for advisors, partners or principals
How It Works
How a Client Service Associate Search Runs.
- 01
Inquiry & Introduction
A one-minute inquiry tells us who you are and what you need. You receive a confirmation right away, and we respond within 24 hours.
- 02
Discovery & Client Intake
A conversation by phone or email, then a short division-specific intake so we understand the role, the schedule, the compensation and what matters most.
Company and hiring contact, position and reporting structure, work location, employment type, compensation and timeline.
- 03
Proposal & Engagement
A clear proposal: scope, what is included, the flat fee, deposit and payment terms, and how we will communicate. The search begins when the agreement is signed and the deposit is received.
- 04
Search & Candidate Selection
We source, interview, verify references and complete the screening the role calls for, then present a curated shortlist with updates on the schedule we agreed.
Business candidates are screened for the role: professional references, a background check and verification of the skills the position requires.
- 05
Interviews & Placement
We schedule interviews, gather feedback, arrange trials or assessments where appropriate, and help with the offer through acceptance and a confirmed start date.
A culture assessment built around your team sits alongside the interviews.
- 06
Onboarding & Ongoing Support
We confirm the start went well, check in after the first week and again around 30 days, and stand behind the placement with the replacement guarantee.
Corporate placements carry our 90-day replacement guarantee.
Questions about client service associates
Ready to Hire the Right Person?
We're not here to fill a position. We're here to find the right person.
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