Client Service Associate

To support a growing financial planning team, the full-time Client Service Associate will manage client requests, process trade orders, and execute client deliverables in a permanently remote environment. Key responsibilities Respond to client requests with timeliness and accuracy Process trade orders and manage account-related paperwork and custodial tasks Communicate regularly with clients regarding scheduling and follow-up tasks Required qualifications 2 years of financial services experience and prior remote working experience Proficiency with technology, third-party software, and Microsoft Office products Strong organizational skills and ability to prioritize tasks effectively Ability to work independently and manage time without micromanagement Capacity to learn and implement new technology and software quickly