Remote Client Service Associate - Planning Support

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 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.