Client Service Associate

This is a fully remote position, open to applicants in California.

📋 Description

• Respond promptly and accurately to client inquiries.

• Support Advisors with the preparation for client meetings and follow-up activities.

• Handle account opening applications, transfer documents, money transactions, and other various administrative tasks specific to the industry.

• Serve as the primary liaison for Schwab.

• Keep client information updated in our CRM system - Advyzon.

• Initiate, oversee, and enhance workflows within Advyzon.

• Enter data into our financial planning software - RightCapital.

• Coordinate client meetings through phone and email.

⛳️ Requirements

• Minimum of 2 years of experience in financial services.

• Proficient with technology and third-party software; our office operates without paper.

• Capable of prioritizing tasks, solving problems, and meeting deadlines.

• Strong organizational skills and attention to detail.

• Ability to foresee the needs of clients and advisors.

• Independent worker who can manage projects and time effectively; we do not practice micromanagement.

• Quick learner of new technologies and software.

• Excellent communication skills and the ability to collaborate effectively.

• Ability to adhere to office processes and policies regarding operations and client confidentiality.

• Familiarity with CRM software/databases.

• Experience with Schwab, Advyzon, Google Workspace, Calendly, RightCapital, and Holistiplan is advantageous but not mandatory.

• Willingness to travel to San Jose 1-4 times a year for quarterly and annual internal strategy meetings.

🏝️ Benefits

• Salary range of $65K-80K, based on relevant experience.

• Performance-based bonus related to both firm and personal achievements.

• Participation in a profit-sharing program.

• Excellent work-life balance with a Monday to Friday schedule.

• Medical insurance with a monthly stipend of $1050.

• Dental and vision insurance coverage.

• 401(k) plan with a 4% matching contribution.

• Generous paid time off policy and paid holidays – 25 PTO days in the first year.

• $100 monthly reimbursement for work-from-home expenses.

• Dependent Care Flexible Spending Account (FSA).

• Group term life and long-term disability insurance provided.

• A professional, enjoyable, and motivating work environment.

• Position is permanently remote.

• Opportunities for advancement to a management-level role.