Client Service Operations Associate

Job Summary

To support a growing wealth management firm, the full-time Client Service Operations Associate will manage client requests, assist advisors with meeting preparations, and oversee new client onboarding in a permanently remote role.

Key responsibilities:

• Respond to client requests with timeliness and accuracy, handling most inquiries without advisor oversight
• Assist advisors with client meeting preparations and follow-up tasks
• Manage new client onboarding processes, including account setup and data collection

Required qualifications:

• 3 years of financial services experience, with a preference for client service experience
• Prior remote working experience
• Warm communication style, comfortable reaching out to clients via email and phone
• Ability to prioritize tasks and meet deadlines effectively
• Tech-savvy with a quick learning ability for new technologies and software