Personal Finance Client Associate - Remote

Overview

We’re seeking a sharp, detail-obsessed Personal Finance Client Associate to join a boutique, fiduciary wealth management and financial advisory firm that offers personalized financial guidance to U.S.-based high-net-worth individuals and families.

In Short

• Manage day-to-day operational workflows supporting individual financial needs.
• Handle high-trust financial transactions and client documentation.
• Coordinate with advisors, attorneys, bankers, and tax professionals.
• Assist with personal banking and investment account processes.
• Ensure adherence to compliance standards (KYC, AML).
• Organize and maintain sensitive financial records.
• Optimize workflows for operational accuracy.
• Respond to client inquiries via shared inboxes and communication tools.
• Collaborate with specialized professionals for comprehensive support.
• Input financial data and assist with preliminary financial forecasts.

Requirements

• Hands-on experience in personal financial operations.
• Knowledge of finance, investment operations, and basic accounting.
• Ability to manage sensitive financial transactions with precision.
• Strong communication skills for cross-functional coordination.
• Familiarity with compliance regulations in finance.
• Experience with CRM systems like Wealthbox or Right Capital.
• Detail-oriented with strong organizational skills.
• Capacity to identify and propose workflow enhancements.
• Ability to work collaboratively in a team environment.
• Understanding of legal processes related to trusts and estates.

Benefits

• Opportunity to work with high-net-worth clients.
• Engagement in a collaborative, multidisciplinary approach.
• Flexible remote work environment.
• Professional development opportunities.
• Supportive team culture focused on excellence.
• Access to advanced financial tools and resources.
• Opportunities for process optimization and innovation.
• Contributions to meaningful financial planning and legacy strategies.
• Potential for career advancement in the finance sector.
• Comprehensive training and onboarding processes.