Client Service Associate

This is a fully remote position, open to applicants in Connecticut, +3 more states.

📋 Description

• Timely and accurately respond to client inquiries, aiming to resolve the majority of requests independently without advisor supervision.

• Support Advisors by preparing for client meetings and handling follow-up tasks.

• Participate in client meetings alongside advisors in a virtual setting.

• Manage account opening applications, transfer documents, fund movements, and other administrative and operational tasks specific to the industry.

• Aid in the creation of investment-related Requests for Proposals and insurance illustrations.

⛳️ Requirements

• A minimum of 5 years of experience in financial services alongside previous experience working remotely.

• Strong preference for candidates with client service experience.

• Capability to help create a “Wow” experience for our clients.

• Proficient in technology, third-party software, and Microsoft Office applications (Word, Excel, Chat, etc.).

• Experience with our specific software is advantageous but not mandatory: RedTail, Mac OSX, Sharepoint, MS Office, Teams, Copilot, eMoney, Zocks, Scribe, My90, Black Diamond, MyRepChat, RingCentral.

• A Bachelor's degree is required.

🏝️ Benefits

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

• Health insurance plan with company contributions ($616/month).

• 401(k) plan with company contributions.

• Generous paid time off policy and paid holidays.

• A professional, enjoyable, and motivating work atmosphere.