Client Service Associate

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

📋 Description

• Address client inquiries promptly and accurately

• Execute trade orders received from financial advisors

• Handle account opening applications, transfer documentation, monetary transactions, and various custodial responsibilities

• Oversee notes, activities, workflows, and reports within the CRM system

• Manage and fulfill client deliverables following advisors' meetings

• Engage with clients concerning scheduling, documentation, and follow-up responsibilities via phone and email

• Support initiatives for process enhancement

• Resolve issues to ensure outstanding client service

• Assist with client invoicing

• Take part in Zoom interviews and assessments throughout the hiring process

⛳️ Requirements

• Minimum of 2 years experience in financial services

• Previous experience working remotely

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

• Strong ability to prioritize tasks, solve problems, and meet deadlines

• Excellent organizational skills and attention to detail

• Capacity to work independently while managing time and prioritizing projects

• Quick learner with the ability to adopt and apply new technology and software

• Effective communication skills with clients and colleagues, thriving in a collaborative setting

• Adherence to office procedures and policies concerning operations and client confidentiality

• Availability in Eastern or Central time zones is essential

🏝️ Benefits

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

• Health insurance plan with company contribution covering 100% of the employee’s premium

• 401(k) plan with employer matching

• Generous paid time off policy and paid holidays

• Fully remote position

• Equipment provided for home office setup