Client Service Associate

Job Summary

To support a growing financial planning team, the full-time Client Service Associate will manage client requests, process trade orders, and execute client deliverables in a permanently remote environment.

Key responsibilities

• Respond to client requests with timeliness and accuracy
• Process trade orders and manage account-related paperwork and custodial tasks
• Communicate regularly with clients regarding scheduling and follow-up tasks

Required qualifications

• 2 years of financial services experience and prior remote working experience
• Proficiency with technology, third-party software, and Microsoft Office products
• Strong organizational skills and ability to prioritize tasks effectively
• Ability to work independently and manage time without micromanagement
• Capacity to learn and implement new technology and software quickly