Client Service Associate

We are a woman-owned and women-led financial services firm and we specialize in bringing the financial pieces of our clients' lives together. We have the pleasure of supporting nearly 600 client households, and our focus is on delivering them the highest level of care, understanding, and support as they navigate real-life financial situations and milestones that matter most to them. We take the time to listen to our clients and serve as trusted advocates, guiding them through personalized financial planning, investment management, tax management, retirement strategies, insurance solutions, and more. We combine experienced financial advice with a warm, client-centric approach. We are a small but nimble team, and we never hesitate to help one another.

We are hiring a Client Service Associate to support our team, our clients, and our continued growth. You will play an important part in servicing, maintaining, and enhancing the strong relationships built with our clients. Whether you are managing the phones, completing paperwork, opening new accounts, handling service requests, scheduling meetings, or preparing for them, you approach each task with a service heart and an unmatched level of accuracy and efficiency. In addition to having some working knowledge of industry software, systems, and processes, you are exceptionally organized, detail-oriented, and committed to delivering a smooth, confidence-inspiring experience with every client interaction. You're an administrative pro and also a bit of a techie who loves learning and leveraging new technologies. You are proactive, naturally curious, and take pride in your work. You are always striving to be better and do better, consistently seeking ways to take tasks off the advisory team's plate so they can focus on meeting with clients and delivering value. Your personal drive, initiative, and ability to manage competing priorities are what will make you successful here This is a fully remote position, with a preference for candidates based in the Eastern Time Zone.

Key Responsibilities:

• Answer, screen, and route phone calls, assisting clients directly or taking messages for other team members as appropriate
• Communicate, process, and follow up with clients on various client service items, including general questions, applications, withdrawal requests, beneficiary changes, etc., following all to completion
• Coordinate with the advisor and clients to complete and process new account paperwork, transfers, contributions, and keep client accounts in good standing
• Service existing clients, including processing retirement distributions, paperwork for changing investments, preparing for client reviews, etc.
• Create and maintain accurate client records in the CRM system (Redtail), ensuring all confidential and required information is securely stored
• Monitor and streamline workflows for client service and business operations tasks
• Deliver superior client service; troubleshoot problems and serve as liaison between advisor and client as needed
• Schedule appointments, maintain calendar, and coordinate scheduling internally and externally
• Communicate with the broker/dealer, product contacts, and vendors
• Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues
• Performs other clerical and administrative duties as assigned

Qualifications:

• College graduate highly preferred, or equivalent work experience
• 2+ years of financial services experience required; ideally in B/D or RIA environment supporting a financial advisor or similar setting
• Knowledge of industry-specific software required; familiarity with Redtail, eMoney, RightCapital, and Holistiplan is a plus
• While not required, candidates with Series 7 and Series 66 licenses will get priority viewing
• Tech-savvy and highly proficient in Microsoft Office suite (Excel, Word, and PowerPoint); strong ability to learn and apply new software systems quickly
• A commitment to excellence; detail-oriented, client-focused, and highly organized
• Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful, and effective manner (both orally and in writing), and to handle difficult, sensitive issues
• Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadline efficiently despite frequent interruptions
• Proactive team player able to work in a fast-paced environment
• Must be willing and able to complete a background and credit screening as an employee of a FINRA-regulated advisor; final job offer is dependent on successful completion and approval by the broker/dealer firm

What We Offer You:

• Hourly rate $19-$25 per hour, depending on experience
• Bonus opportunity
• Paid time off
• Holiday pay
• Generous Health Reimbursement Account (HRA)
• 401(k) with match
• Fully remote opportunity
• Working hours Monday-Friday 9:00am-5:30pm (Candidates in the Eastern Time Zone will get priority viewing)