Remote Client Service Associate - Financial Planning

7Seventy; New York (NY); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Quarterly bonus up to 10%

Health insurance stipend

401(k) with 3% employer match

Home-based setup equipment provided

Remote work environment

Job summary

7Seventy is seeking a Remote Client Service Associate to support a financial planning and investment management environment. You will deliver accurate client service, assist advisors with meetings, and handle account administration from a home-based setup.

The role is open to candidates in Eastern and Central time zones with equipment provided. Quarterly bonus up to 10%, health insurance stipend, and 401(k) with employer match after 1 year are offered.

Qualifications

• At least 2 years of financial services experience.
• Strong technical skills and comfort with Microsoft Office (Word, PowerPoint, Excel).
• Experience with financial planning software such as RightCapital, IncomeLab, and Morningstar.
• Series 7 and 66 licenses, or Series 63 and 65.

Responsibilities

• Respond to client requests with timeliness and accuracy.
• Assist advisors with client meeting prep and follow-up.
• Process account opening applications, transfers, and other administrative tasks.
• Update internal portfolio models when quarterly model updates are issued.
• Manage calendars and schedule client appointments.
• Prepare materials for retirement plan meetings.
• Identify opportunities to improve workflows and team efficiency.

Skills

Financial services

MS Office

Attention to detail

Time management

Communication

Tools

Morningstar

RightCapital

IncomeLab

Broker-dealer system

Job description

Compensation: $65,000 - $80,000 per year per year, based on experience

About the Role

This opportunity is for a permanently remote Client Service Associate supporting a financial planning and investment management environment. The role is focused on delivering accurate, responsive client service while helping advisors with meeting preparation, account administration, portfolio updates, and other essential operational tasks.

This position is open to candidates located in the Eastern and Central time zones. Equipment will be provided for a home-based setup, and a dedicated workspace suitable for full-time remote work is expected.

• Quarterly bonus opportunity of up to 10% of base salary
• Health insurance stipend
• 401(k) with 3% employer match after 1 year of service
• Work-from-home equipment provided
• Professional, supportive, and motivating work environment

What You’ll Do

• Respond to client requests with a strong focus on timeliness and accuracy
• Assist advisors with client meeting preparation and follow-up activities
• Process account opening applications, transfer paperwork, money movements, and other industry-specific administrative tasks
• Update internal portfolio models using Morningstar and the broker-dealer model management system when quarterly model updates are issued
• Manage calendars for financial advisors, including scheduling client appointments
• Prepare materials and provide support for retirement plan meetings
• Help identify opportunities to improve workflows, processes, and overall team efficiency

Qualifications

• At least 2 years of financial services experience
• Strong technical skills and comfort working with third-party software and Microsoft Office, including Word, PowerPoint, and Excel
• Experience with financial planning software such as RightCapital, IncomeLab, and Morningstar
• Ability to travel to the Hopewell, New Jersey office for quarterly internal strategic planning meetings, or at least semiannually
• Series 7 and 66 licenses, or Series 63 and 65
• Strong organizational skills and close attention to detail
• Ability to prioritize tasks, solve problems, and meet deadlines
• Ability to anticipate client and advisor needs
• Ability to work independently while managing multiple priorities and deadlines
• Ability to learn and apply new technology and software quickly
• Strong communication skills and the ability to work effectively in a collaborative environment
• Ability to follow established office processes and policies related to operations and client privacy

Hiring Process

• Qualified candidates will begin with a 15- to 30-minute Zoom interview with a recruiting consultant
• Candidates moving forward will complete a Career History Form
• Selected applicants will be invited to interview with the firm
• Assessments may be required as part of the process

Recruitment notice: all communication only happens from authorized email addresses ending [e-mail]. We never ask for payments or sensitive documents. Suspect a scam? Email [e-mail]