Client Service Associate

Job Summary

To provide excellent client service, the full-time Client Service Associate will manage client requests, assist Advisors with meeting preparations, and handle various administrative tasks in a permanently remote position open to candidates in the Pacific or Mountain time zones.

Key responsibilities

• Respond to client requests promptly and accurately
• Assist Advisors with meeting preparation and follow-up tasks
• Process account applications, transfers, and other administrative tasks

Required qualifications

• 2 years of financial services experience
• Strong organizational skills and attention to detail
• Ability to work independently and manage time effectively
• Capability to learn and implement new technology and software quickly
• Familiarity with Persing is a plus, but not required