Client Service Associate

What You Can ExpectBe an integral part of a supportive and collaborative teamGain hands-on experience in foundational client service operationsWork in a flexible, remote environment that values work-life balanceContribute ideas and improvements to an evolving businessFollow a clearly defined career path with room to grow into expanded responsibilities and compensation___________________________________________________________________________________________________________What Youll Do Provide administrative and client service support to the teamAssist with new client onboarding including accurate data entry across eMoney, Salesforce, Google Workspace, Schwab Advisor Center, and other toolsMaintain clean, accurate, and up-to-date client data across platformsEnsure client data is accurate and up to date for advisors before meetings and Financial Plan creation or updatesSupport new account establishment and investment paperworkHandle client service requests with care, accuracy, and attention to detailPrepare and process client contractsServe as a point of contact for custodial items through SchwabEnsure transactions are processed accurately and completelySupport move money requests and Roth conversionsAnswer incoming calls and provide exceptional client supportParticipate in special projects and take on new responsibilities as skills and experience grow___________________________________________________________________________________________________________What Were Looking ForBachelors degree required04 years of experience in a client service or administrative roleComfortable with technology, including Google Docs/Sheets, Slack, Zoom, and financial or custodian platformsStrong communication skillsboth written and verbalExceptionally organized, detail-oriented, and process drivenSelf-motivated and dependable in a remote environmentEager to learn, take initiative, and contribute to the teams successExperience with eMoney, Schwab Advisor Center, Salesforce, and Google Workspace is a plus___________________________________________________________________________________________________________Compensation & BenefitsStarting salary: $50,000 with room to grow based on performanceBenefits: Health, Dental, 401(k) with company match, long-term disabilityTime off: Generous vacation and PTO policyProfessional development: Mentorship, annual CE and technology stipendsRemote work: Flexible schedule and home office setup___________________________________________________________________________________________________________Our Core ValuesWe take culture seriously. Were looking for someone who shares these values:Curiosity Continued desire for learning, self-improvement and innovationTeamwork We place the needs of the team above the needs of the individualIntegrity Doing what is right and keep your wordBalance Set boundaries to allow yourself to balance your work life and home lifeProactivity Break the routine to go above and beyondCandor Have open, honest, and direct communication with humility, ensuring accountability___________________________________________________________________________________________________________Our Hiring ProcessWe want candidates to understand the process before applying.Application Review: Human-led review of your resume, cover letter and application background against essential role criteriaHiring Manager Interview (30 Minutes): An initial virtual interview with the Hiring Manager to discuss your background, interest in the role, alignment with our core values, and logisticsPractical Skills Exercise (30 Minutes): A short, role-sample exercise designed to evaluate attention to detail, basic data verification, and process-driven critical thinkingTeam Interviews: Two virtual interview sessions with members of the team, including leadership, to learn more about your experience and how you would work and collaborate with the teamOffer & Onboarding: Reference checks, formal written offer letter, and a structured 90-day remote onboarding programIf youre looking for a meaningful role in the financial planning industry, with the ability to choose the career path that works best for you (back office/operations or advisory) as you gain more experience wed love to hear from you!How to ApplyPlease send your resume and a cover letter explaining your interest in this role and any relevant personal or professional experiences.
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