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About the Role:
- Boutique financial planning firm seeking a Client Service Associate.
- Direct client contact in providing excellent client service.
- Permanently remote, open to Pacific or Mountain time zones.
Key Responsibilities:
- Respond to client requests with timeliness and accuracy.
- Assist Advisors with client meeting prep and follow-up tasks.
- Process account openings, transfers, and money movements.
Qualifications:
- 2 years of financial services experience.
- Ability to prioritize, problem-solve, and meet deadlines.
- Strong organizational skills and attention to detail.
Benefits:
- Salary $65k-$80k based on experience.
- 401(k) after 1 year, mentorship, flexible schedule.
- Professional growth opportunities.
ASL Financial, LLC
ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, and high-net-worth clients with complex planning needs. The firm is intentionally small, relationship-driven, and grows through client referrals rather than advertising.