Client Service Associate (Fully Remote)

Independent financial planning firm seeks a permanently remote Client Service Associate. You'll deliver outstanding client experiences and work with a team that values professional excellence. Responsibilities: Process trade orders, account openings, transfers, and custodial tasks. Manage CRM notes, activities, and client deliverables after advisor meetings. Communicate with clients via phone and email regarding scheduling and follow-ups. Qualifications: 2+ years of financial services experience and prior remote work. Proficient with Microsoft Office and third-party software. Strong organization, attention to detail, and independent work skills. Health insurance with company contribution. 401(k) with employer match and generous PTO. Independent Financial Planning and Investment Management Firm Independent financial planning and investment management firm in Tampa, FL. Growing fee-based firm committed to meaningful client relationships and investing in its people, with a culture of work-life balance and teamwork. #J-18808-Ljbffr Independent Financial Planning and Investment Management Firm