Remote Client Service & Operations Specialist

RIA Recruiting; United States; 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 is seeking a Permanent Remote Client Service Operations Associate to enhance client service and manage back-office operations. The ideal candidate will have 5 years of financial services experience and skills in Microsoft Office.

You will work in a collaborative environment, reacting to client needs and assisting a Financial Advisor while enjoying the benefits of remote work and flexibility. Competitive compensation of $65K-$80K is offered, alongside a positive work-life balance and professional growth opportunities.

Qualifications

• 5 years of financial services experience.
• Prior remote working experience.
• Adept with technology and software.

Responsibilities

• Respond to client requests in a timely manner.
• Assist Advisor with meeting preparation.
• Process account opening applications and paperwork.
• Monitor Custodian alerts and money movements.
• Calendar management for Financial Advisor.
• Review and save client documents.

Skills

Prioritization

Problem-solving

Organization skills

Attention to detail

Critical thinking

Independence

Communication

Tools

Microsoft Office (Word, PowerPoint, Excel)

3rd party software

Job description

Bergland Wealth Management is seeking a Permanent Remote Client Service Operations Associate to enhance client service and manage back-office operations. The ideal candidate will have 5 years of financial services experience and skills in Microsoft Office.

You will work in a collaborative environment, reacting to client needs and assisting a Financial Advisor while enjoying the benefits of remote work and flexibility. Competitive compensation of $65K-$80K is offered, alongside a positive work-life balance and professional growth opportunities.