Client Service Associate

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

📋 Description

• Timely and accurately respond to client inquiries.

• Support Advisors in preparing for client meetings and handling follow-up activities.

• Manage the processing of account opening applications, transfer documents, monetary transactions, and other specific administrative duties within the industry.

• Oversee brokerage-related tasks.

• Initiate, manage, and refine workflows as needed.

• Input data into the NaviPlan financial planning software.

• Engage in an initial 15–30 minute Zoom interview with the consultant or hiring manager.

• Fill out a Career History Form if moving forward in the selection process.

• Meet with the firm if chosen for advancement.

• Complete assessments as required.

⛳️ Requirements

• Minimum of 2 years of experience in financial services.

• Strong ability to prioritize tasks, resolve issues, and meet deadlines.

• Exceptional organizational skills and keen attention to detail.

• Proficiency in anticipating the needs of clients and advisors.

• Capability to work independently while effectively managing time and project priorities.

• Quick adaptability to learn and implement new technologies and software.

• Strong communication skills and ability to work collaboratively with others.

• Adherence to office protocols and policies regarding operations and client confidentiality.

• Familiarity with Pershing is advantageous but not mandatory.

🏝️ Benefits

• 401(k) plan available after one year of employment.

• Opportunities for mentorship and professional development.

• Flexible work schedule.

• A supportive work environment that fosters professional growth.