Client Service Associate - Remote

Overview

An independent financial planning and investment management firm is seeking a permanently remote full-time Client Service Associate to deliver outstanding client experiences and support the financial planning team.

In Short

• Permanently remote position.
• Full-time work with a Monday-Friday schedule.
• Respond to client requests with timeliness and accuracy.
• Process trade orders and account applications.
• Manage client deliverables and follow up communications.
• Assist with client billing and custodial tasks.
• 3 years of financial services experience required.
• Strong technology skills and experience with Microsoft Office.
• Focus on organization and attention to detail.
• Work independently without micromanagement.

Requirements

• 3 years of financial services experience.
• Prior remote working experience.
• Ability to prioritize tasks and meet deadlines.
• Excellent communication skills.
• Ability to learn and implement new technology quickly.

Benefits

• Salary range of $65K-80K, commensurate with experience.
• Health insurance with 100% premium coverage for employees.
• 401(k) with employer match.
• Generous PTO policy and paid holidays.
• Focus on work-life balance and teamwork.