Client Service Associate

Wrenne Financial Planning; United States; Remote; USD 50,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401(k) match

Long-term disability

Generous PTO and mentorship/CE stipend

Job summary

Wrenne Financial Planning is seeking a detail-oriented Client Service Specialist to support the team remotely in foundational client service operations. You will assist with onboarding, data entry across eMoney, Schwab Advisor Center, Salesforce, and Google Workspace, and maintain accurate client records to enable timely financial planning.

Ideal candidates are highly organized, communicative, and comfortable in a remote setting with 0–4 years of experience, ready to learn and grow with

Qualifications

• Bachelor’s degree required.
• 0–4 years of experience in a client service or administrative role.
• Comfortable with technology including Google Docs/Sheets, Slack, Zoom, and financial or custodian platforms
• Strong written and verbal communication skills
• Exceptionally organized, detail-oriented, and process driven
• Self-motivated and dependable in a remote environment
• Experience with eMoney, Schwab Advisor Center, Salesforce, and Google Workspace is a plus

Responsibilities

• Provide administrative and client service support to the team.
• Assist with new client onboarding including accurate data entry across eMoney, Salesforce, Google Workspace, Schwab Advisor Center, and other tools
• Maintain clean, accurate, and up-to-date client data across platforms
• Ensure client data is accurate and up to date for advisors before meetings and Financial Plan creation or updates
• Support new account establishment and investment paperwork
• Handle client service requests with care, accuracy, and attention to detail
• Prepare and process client contracts
• Serve as a point of contact for custodial items through Schwab
• Ensure transactions are processed accurately and completely
• Support move money requests and Roth conversions
• Answer incoming calls and provide exceptional client support
• Participate in special projects and take on new responsibilities as skills and experience grow

Skills

Client service

Administrative support

Communication skills

Data entry

Remote work

Education

Bachelor's degree

Tools

eMoney

Schwab Advisor Center

Salesforce

Google Workspace

Job description

What You Can Expect

• Be an integral part of a supportive and collaborative team
• Gain hands-on experience in foundational client service operations
• Work in a flexible, remote environment that values work-life balance
• Contribute ideas and improvements to an evolving business
• Follow a clearly defined career path with room to grow into expanded responsibilities and compensation

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What You’ll Do

• Provide administrative and client service support to the team
• Assist with new client onboarding including accurate data entry across eMoney, Salesforce, Google Workspace, Schwab Advisor Center, and other tools
• Maintain clean, accurate, and up-to-date client data across platforms
• Ensure client data is accurate and up to date for advisors before meetings and Financial Plan creation or updates
• Support new account establishment and investment paperwork
• Handle client service requests with care, accuracy, and attention to detail
• Prepare and process client contracts
• Serve as a point of contact for custodial items through Schwab
• Ensure transactions are processed accurately and completely
• Support move money requests and Roth conversions
• Answer incoming calls and provide exceptional client support
• Participate in special projects and take on new responsibilities as skills and experience grow

___________________________________________________________________________________________________________

What We’re Looking For

• Bachelor’s degree required
• 0–4 years of experience in a client service or administrative role
• Comfortable with technology, including Google Docs/Sheets, Slack, Zoom, and financial or custodian platforms
• Strong communication skills—both written and verbal
• Exceptionally organized, detail-oriented, and process driven
• Self-motivated and dependable in a remote environment
• Eager to learn, take initiative, and contribute to the team’s success
• Experience with eMoney, Schwab Advisor Center, Salesforce, and Google Workspace is a plus

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Compensation & Benefits

• Starting salary: $50,000 with room to grow based on performance
• Benefits: Health, Dental, 401(k) with company match, long-term disability
• Time off: Generous vacation and PTO policy
• Professional development: Mentorship, annual CE and technology stipends
• Remote work: Flexible schedule and home office setup

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Our Core Values

We take culture seriously. We’re looking for someone who shares these values:

• Curiosity – Continued desire for learning, self-improvement and innovation
• Teamwork – We place the needs of the team above the needs of the individual
• Integrity – Doing what is right and keep your word
• Balance – Set boundaries to allow yourself to balance your work life and home life
• Proactivity – Break the routine to go above and beyond
• Candor – Have open, honest, and direct communication with humility, ensuring accountability

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Our Hiring Process

We want candidates to understand the process before applying.

• Application Review: Human-led review of your resume, cover letter and application background against essential role criteria
• Hiring Manager Interview (30 Minutes): An initial virtual interview with the Hiring Manager to discuss your background, interest in the role, alignment with our core values, and logistics
• Practical Skills Exercise (30 Minutes): A short, role-sample exercise designed to evaluate attention to detail, basic data verification, and process-driven critical thinking
• Team Interviews: Two virtual interview sessions with members of the team, including leadership, to learn more about your experience and how you would work and collaborate with the team
• Offer & Onboarding: Reference checks, formal written offer letter, and a structured 90-day remote onboarding program

If you’re looking for a meaningful role in the financial planning industry, with the ability to choose the career path that works best for you (back office/operations or advisory) as you gain more experience — we’d love to hear from you!