Remote Client Service & Wealth Operations Associate

Madison Partners, Inc.; Northern (KY); Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

401(k) with matching

Health, dental, and life insurance

4 weeks of paid time off

Job summary

Madison Partners, Inc. is a fast-growing, tech-forward wealth management firm that serves as a coordinated team for clients and advisors.

This role is a primary operational and service partner, requiring RIAs experience, clear communication, and ownership to keep client relationships moving. You will guide onboarding and ongoing service, manage account setup and paperwork, coordinate with custodians and compliance, handle client communications and follow-up, schedule meetings and support advisor

Qualifications

• Previous experience working at a Registered Investment Advisor (Required 3+ Years)
• Strong understanding of wealth management operations and workflows
• Strong written and verbal communication skills
• High attention to detail and discretion with confidential information
• Ability to work independently in a remote environment
• Associate’s degree in Finance, Business, Economics, related field or equivalent experience
• Experience with Fidelity, Schwab, eMoney and Advyzon (Preferred)

Responsibilities

• Guide clients through onboarding and ongoing service
• Manage account setup, applications, paperwork and documentation
• Coordinate with custodians, advisors, compliance and internal teams
• Handle client communications, service requests and follow-up
• Schedule meetings and support advisor workflows
• Help resolve service issues and escalate when needed

Skills

Communication skills

Attention to detail

Remote work capability

Education

Associate degree or equivalent experience

Tools

Fidelity

Schwab

eMoney

Advyzon

Job description

Madison Partners, Inc. is a fast-growing, tech-forward wealth management firm that serves as a coordinated team for clients and advisors.

This role is a primary operational and service partner, requiring RIAs experience, clear communication, and ownership to keep client relationships moving. You will guide onboarding and ongoing service, manage account setup and paperwork, coordinate with custodians and compliance, handle client communications and follow-up, schedule meetings and support advisor