Client Service Associate

This is a fully remote position, open to applicants in Montana, +4 more states.

📋 Description

• Deliver comprehensive support to clients through daily interactions with advisors and clients, resolving inquiries related to account activities, policies, and documentation while managing urgent tasks such as Required Minimum Distributions (RMDs), distributions, and tax documentation.

• Process account instructions, investigate complex issues, and collaborate with internal teams to guarantee prompt resolution.

• Inform clients and advisors about services and technology, including eSignature and paperless options, while contributing to peer development and project initiatives.

• Oversee operational reports for cash management and distributions, complete special projects, and advocate for cost-saving measures through digital adoption.

• Execute administrative tasks such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.

⛳️ Requirements

• Minimum of 3 years of experience in a client service capacity in a financial services or wealth management setting supporting advisors and clients.

• At least 3 years of direct operational and administrative experience assisting licensed financial advisors (e.g., onboarding, paperwork, account servicing, scheduling, meeting preparation).

• Aiming to acquire industry licenses (i.e., SIE, Series 7, and 66).

• Exceptional attention to detail and strong organizational skills.

• Proficient in oral and written communication; capable of articulating complex information in a clear and simple manner.

• Excellent interpersonal skills with the ability to cultivate and maintain relationships with clients, colleagues, and both internal and external partners.

• Effective time management skills with the ability to juggle multiple projects and deadlines.

• Strong analytical and problem-solving abilities.

• Self-motivated, driven, and proactive.

• Proficient in the Microsoft Office Suite (Outlook, Word, Excel).

🏝️ Benefits

• 401K matching

• Health benefits

• Employee stock options

• Paid time off

• Volunteer time off

• Flexible working hours