Client Service Associate (Fully Remote)

Independent Financial Planning and Investment Management Firm; United States; Remote; USD 50,000 - 65,000; Full time

Benefits offered by this job

Health insurance with company contribu

401(k) with employer match

Generous PTO

Job summary

Independent Financial Planning and Investment Management Firm in the United States is seeking a permanently remote Client Service Associate. You will deliver outstanding client experiences and collaborate with a team that values professional excellence.

Responsibilities include processing trade orders, account openings, transfers, and custodial tasks, managing CRM notes after advisor meetings, and communicating with clients via phone and email to schedule and follow up.

Qualifications

• 2+ years of financial services experience and prior remote work.
• Proficient with Microsoft Office and third-party software.
• Strong organization, attention to detail, and independent work skills.
• Health insurance with company contribution.
• 401(k) with employer match and generous PTO.

Responsibilities

• Process trade orders, account openings, transfers, and custodial tasks.
• Manage CRM notes, activities, and client deliverables after advisor meetings.
• Communicate with clients via phone and email regarding scheduling and follow-ups.

Skills

Financial services experience

Remote work experience

Independent work

Strong organizational skills

Detail-oriented

Tools

Microsoft Office

CRM software

Job description

• Independent financial planning firm seeks a permanently remote Client Service Associate.
• You'll deliver outstanding client experiences and work with a team that values professional excellence.

Responsibilities:

• Process trade orders, account openings, transfers, and custodial tasks.
• Manage CRM notes, activities, and client deliverables after advisor meetings.
• Communicate with clients via phone and email regarding scheduling and follow-ups.

Qualifications:

• 2+ years of financial services experience and prior remote work.
• Proficient with Microsoft Office and third-party software.
• Strong organization, attention to detail, and independent work skills.
• Health insurance with company contribution.
• 401(k) with employer match and generous PTO.

Independent Financial Planning and Investment Management Firm

Independent financial planning and investment management firm in Tampa, FL. Growing fee-based firm committed to meaningful client relationships and investing in its people, with a culture of work-life balance and teamwork.