Client Service Associate - Wealth Management - Remote

Overview

As a Client Service Associate at Blue Sands Wealth, you will play a crucial role in supporting Financial Advisors by delivering operational efficiencies and exceptional service to clients.

In Short

• Provide timely and professional customer service.
• Manage client communications via phone and email.
• Customize client portals for personalized service.
• Collect data for onboarding new clients.
• Prepare financial documents for client meetings.
• Open and maintain client accounts accurately.
• Ensure data integrity in Salesforce.
• Draft professional correspondence and perform office tasks.
• Coordinate client meetings and events.
• Support compliance efforts and maintain documentation.

Requirements

• Strong financial services experience, ideally in wealth management.
• Multi-custodial experience preferred.
• Excellent organization skills and attention to detail.
• Willingness to learn firm tech systems.
• Ability to multi-task and prioritize effectively.
• Strong written and oral communication skills.
• Experience with Microsoft Office; Salesforce experience is a plus.
• Series 7 and/or 65 licenses preferred.

Benefits

• Health, Dental, and Vision Insurance with company stipend.
• 401(k) with Non-elective Safe Harbor contribution.
• Disability and Life Insurance coverage.
• Generous PTO and Company Holidays.
• Maternity/Paternity leave.
• Surface Pro and home setup provided.
• Continuing Education support.
• Company swag.