Remote Client Service Associate - Financial Planning

7Seventy; New York, Northern (NY, KY); 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

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.