Client Service Operations Associate

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

📋 Description

• Timely and accurately respond to client inquiries, aiming to handle most requests independently without advisor intervention.

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

• Facilitate new client onboarding, which includes setting up accounts, collecting data, and managing account transfers.

• Manage the processing of account opening applications, transfer documentation, money movements, and various administrative and operational tasks specific to the industry.

• Take ownership of the annual client service workflows, which encompass beneficiary audits, plan update information collection, and tax document gathering.

• Administer private equity tasks, including managing subscription agreements, processing wire requests, and distributing statements.

• Recognize and propose improvements to existing processes.

⛳️ Requirements

• Minimum of 3 years of experience in financial services, along with prior experience in a remote work setting.

• Client service experience is highly desirable.

• Possess a warm communication style and be comfortable reaching out to clients via email and phone.

• Familiarity with our software is not mandatory, but is advantageous: Wealthbox, Schwab, Altruist, eMoney, Orion, PreciseFP, Nitrogen.

• Demonstrated ability to prioritize tasks, solve problems, and meet deadlines.

• Strong organizational skills and meticulous attention to detail.

• Ability to work autonomously while effectively prioritizing projects and managing time.

• Tech-savvy with the capability to quickly learn and apply new technologies and software.

• Strong communication skills and the ability to collaborate effectively within a team environment.

• Commitment to adhering to office processes and policies regarding operations and client privacy.

🏝️ Benefits

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

• 401(k) plan with company contributions.

• Generous paid time off policy and paid holidays.

• A professional, rewarding, and motivating work atmosphere.