Client Service Operations Associate - Remote

Overview

Bergland Wealth Management is seeking a permanent remote Client Service Operations Associate to assist in providing excellent service to clients and executing back-office operations.

In Short

• Permanent remote position with equipment provided.
• Open to candidates in Eastern and Central time zones.
• Salary range of $65K-80K, commensurate with relevant experience.
• Profit sharing program and 401(k) with employer match.
• Monday-Friday schedule promoting work/life balance.
• Variety of tasks with no two days being the same.
• Professional and kind atmosphere, with opportunities for growth.
• Responsibilities include client requests and administrative tasks.
• 5 years of financial services experience required.
• Must be adept with technology and Microsoft Office products.

Requirements

• 5 years of financial services experience and prior remote working experience.
• Adept with technology and Microsoft Office products.
• Ability to work well with one advisor in a tight-knit team.

Benefits

• Profit sharing program.
• Great work/life balance with a Monday-Friday schedule.
• BCBS Group Major Medical.
• 401(k) with employer match.
• Professional and kind atmosphere.