Operations – Client Service Associate

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

📋 Description

• Handle daily requests for client services

• Supervise and implement the onboarding process for clients

• Oversee Advisor workflows and tasks, ensuring all client interactions are conducted

• Create and refine internal processes, workflows, and templates for the company

• Manage the Advisor and company calendars as well as email correspondence

• Handle Schwab documentation, money transfers (such as wires, journals, Moneylinks, etc.), and trading activities

• Administer SmartRIA, performing compliance tasks as required

• Oversee Gusto, executing payroll responsibilities

• Manage projects and their execution, reporting directly to the CEO

• Perform various administrative duties

• Address issues in a practical and proactive manner

• Engage in strategy meetings and assist in achieving the firm's objectives

• NO involvement in new business development or sales activities

⛳️ Requirements

• Excellent interpersonal skills, enabling effective collaboration with diverse clientele

• Comfortable making calls to clients and external vendors to obtain necessary information

• Strong verbal and written communication abilities

• Highly organized and detail-oriented, facilitating the CEO's creativity and vision

• Effective problem-solving and time management skills

• Capable of prioritizing tasks and confidently managing projects as well as individual assignments – we do not engage in micromanagement.

• Proactive in reviewing the upcoming calendar and prioritizing tasks accordingly

🏝️ Benefits

• Health insurance stipend

• Profit-sharing plan

• 401(k) available after one year of service

• Defined Benefit plan

• Paid Time Off (PTO)

• Positive work environment with the chance to make a significant impact