Remote Client Service Specialist — Wealth Management

Simply Paraplanner; Chicago (IL); Ibrido; USD 50.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

Fully remote work environment

Professional development stipend

Flexible PTO

Wellness rewards

Descrizione del lavoro

The Next Level Planning Group is hiring a Client Service Associate to join our remote‑first wealth management team. You will implement client financial plans, process investment applications, and coordinate insurance/cash transfers with accuracy and timeliness.

You will maintain client records in RedTail and act as a bridge to third parties for transactions while supporting a high‑touch service standard. 2–4 years in financial services and CST availability are required.

Competenze

• 2–4 years in financial services, with a preference for RIA or personal wealth mgmt
• U.S. residency and work authorization required; visa sponsorship not provided
• Proficiency with RedTail, eMoney, Wealthscape, MS Office, Zoom or ability to learn new tech quickly
• Must be available to work CST business hours and travel a few times per year
• Dedicated workspace with reliable internet for high‑quality video conferencing

Mansioni

• Process new investment applications and facilitate asset transfers across account types
• Coordinate insurance policies and obtain carrier information for clients
• Handle distributions, account changes, and maintain meticulous client records in CRM (RedTail)
• Act as liaison between clients and third parties for financial transactions (401(k) rollovers, transfers, wiring)

Conoscenze

Financial services experience

Strumenti

RedTail

eMoney

Wealthscape

Microsoft Office Suite

Zoom

Descrizione del lavoro

The Next Level Planning Group is hiring a Client Service Associate to join our remote‑first wealth management team. You will implement client financial plans, process investment applications, and coordinate insurance/cash transfers with accuracy and timeliness.

You will maintain client records in RedTail and act as a bridge to third parties for transactions while supporting a high‑touch service standard. 2–4 years in financial services and CST availability are required.