Remote Client Service Operations Specialist

The Strategic Implementer; Ridgeland (MS); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Profit sharing program

BCBS Group Major Medical

401(k) with employer match

Great Work/Life Balance

Job summary

Bergland Wealth Management, located in Ridgeland, MS, is hiring a Client Service Operations Associate. This role is permanently remote and involves assisting clients, managing accounts, and supporting the Advisor with various tasks.

The candidate will enjoy a flexible work schedule with a salary range of $65K-80K, along with health benefits and a 401(k) plan. Join a professional team dedicated to providing great service in a positive work environment.

Qualifications

• Experience in client service or operations roles.
• Able to work remotely with a personal workspace.
• Strong organizational skills.

Responsibilities

• Respond to client requests accurately.
• Assist Advisor with meeting prep.
• Manage accounts and paperwork.

Skills

Client communication

Time management

Attention to detail

Job description

Bergland Wealth Management, located in Ridgeland, MS, is hiring a Client Service Operations Associate. This role is permanently remote and involves assisting clients, managing accounts, and supporting the Advisor with various tasks.

The candidate will enjoy a flexible work schedule with a salary range of $65K-80K, along with health benefits and a 401(k) plan. Join a professional team dedicated to providing great service in a positive work environment.