Client Service Associate

Role Overview:

• 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.

Benefits:

• Health insurance with company contribution.
• 401(k) with employer match and generous PTO.