Remote Client Service & Operations Associate

BERGLAND WEALTH MANAGEMENT, INC.; United States; On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Profit sharing program

Work/Life Balance

BCBS Group Major Medical

401(k) with employer match

Remote position

Job summary

Bergland Wealth Management, Inc. is seeking a permanently remote Client Service Operations Associate in Ridgeland, MS region-hopping time zones.

The role supports back-office operations and client service for a growing advisory team with a focus on accuracy and efficiency. The position offers a Monday–Friday schedule, equipment for home use, and opportunities to grow responsibilities within a collaborative, professional environment.

Qualifications

• 5 years of financial services experience
• Prior remote working experience
• Proficiency with Microsoft Office products (Word, Power Point, Excel, etc.)
• Ability to work with one advisor in a tight knit team

Responsibilities

• Respond to client requests with timeliness and accuracy
• Assist Advisor with client meeting prep and follow-up tasks
• Process account opening applications, transfer paperwork, money movements and other administrative tasks
• Monitor Custodian alerts and money movements
• Calendar management for Financial Advisor including client appointments
• Review information and documents from clients, save docs, and enter info into FP assumptions template
• Contribute to process improvement initiatives over time

Skills

Prioritization

Problem solving

Time management

Organization

Attention to detail

Client needs anticipation

Independent work

Technology adoption

Communication

Collaboration

Policy compliance

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Microsoft Outlook

Job description

Bergland Wealth Management, Inc. is seeking a permanently remote Client Service Operations Associate in Ridgeland, MS region-hopping time zones.

The role supports back-office operations and client service for a growing advisory team with a focus on accuracy and efficiency. The position offers a Monday–Friday schedule, equipment for home use, and opportunities to grow responsibilities within a collaborative, professional environment.