Client Service Associate

Job Summary

To support a growing financial planning firm, the full-time Client Service Associate will provide exceptional service to clients, assist advisors with meeting preparations, and manage various administrative tasks in a permanently remote setting.

Key responsibilities:

• Respond to client requests promptly and accurately
• Assist advisors with meeting preparation and follow-up tasks
• Maintain and update client data in the CRM and manage workflows

Required qualifications:

• 2 years of financial services experience
• Proficient with technology and third-party software in a paperless environment
• Strong organizational skills and ability to prioritize tasks
• Experience with CRM software is a plus
• Willingness to travel to San Jose 1-4 times a year for meetings