Client Service Associate

Independent financial planning and investment management firm in Tampa, FL is seeking a PERMANENTLY REMOTE full-time Client Service Associate to join our team. We're a growing fee-based firm committed to meaningful client relationships and investing in our people. Work-life balance, teamwork, and enabling everyone's success are core priorities here. In this client service role, you'll be essential to delivering outstanding experiences. You'll work alongside a team that values both professional excellence and treating people well. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!

This position will be permanently remote . We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is open to candidates in Eastern and Central time zones.

Compensation:

• Salary range of $65K-80K , commensurate with relevant experience
• Great Work/Life Balance with a Monday-Friday Schedule
• Health Insurance Plan with Company Contribution (100% of employee’s premium)
• 401(k) with employer match
• Generous PTO Policy & Paid Holidays
• Permanently remote position

Responsibilities include:

• Respond to client requests with timeliness and accuracy
• Process trade orders from financial advisors
• Process account opening applications, transfer paperwork, money movements and/or other various custodial tasks
• Manage notes, activities, workflows and reports in our CRM
• Manage and execute client deliverables after the advisors’ meetings and communicate with clients to follow up
• Communicate with clients via phone and email regularly regarding scheduling, paperwork, and follow up tasks
• Assist with process improvement over time
• Solve issues as they come up with the goal of providing excellent client service
• Assist with client billing

Requirements:

• 2 years of financial services experience and prior remote working experience
• Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
• Ability to prioritize tasks, problem-solve, and meet deadlines
• Organization skills & attention to detail
• Ability to work independently while prioritizing projects and managing your time – we do not micromanage
• Ability to learn and implement new technology and software quickly
• Ability to communicate well with clients and colleagues and work in a collaborative environment
• Ability to follow office processes and policies related to office operations & client privacy

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.