Client Service Associate - Remote Eligible

Finance Operations Support Role

In this position, you will serve as a backup with the potential to expand your support to additional advisors. While this is a non-client-facing and non-licensed role, it is vital to backend operations including service execution, document handling, data accuracy, and CRM upkeep across multiple custodians and platforms. This role is ideal for someone who is tech-savvy, highly organized and comfortable navigating financial systems—even without a deep background in finance.

Key Responsibilities

Client & Advisor Support

• Support new account applications (primarily with Schwab; expanding to up to 10 custodians)
• Manage and maintain client data across internal platforms
• Prepare and monitor compliance documents via DocuSign; ensure proper saving into ShareFile
• Maintain accurate client records (e.g., risk tolerance, objectives, balances)
• Pre-fill forms, update profiles, and record internal activity in a clerical capacity
• Provide backend processing support for the advisor's administrative workflow
• Execute account-related tasks such as money movements at the advisor's direction
• Perform data entry into Orion for financial reporting and account metrics
• Maintain CRM records using Redtail (note-taking, task tracking, workflow updates)

Administrative Operations

• Manage calendars, schedule meetings, send Zoom invites, and maintain digital agendas
• Handle email correspondence regarding service requests and documentation
• Support document intake and organization using ShareFile
• Assist with general office and virtual administrative tasks as needed

Additional Responsibilities

• Answer general, non-investment related questions about client accounts (e.g., balances, funds due) as needed
• Remain up to date on firm policies, tools, and platform changes
• Participate in firm initiatives such as training, internal projects, and team-wide service goals
• Record and escalate client inquiries appropriately under the advisor's direction
• Support business development activities through accurate service follow-ups and documentation

Preferred Skills & Technology Experience

Must-Have Technical Proficiency

• ShareFile: Secure document storage and file management
• Outlook: Email and calendar coordination
• DocuSign: Electronic document processing
• Excel (Basic): Use of templates, basic sorting and filtering

Preferred Tools

• Redtail CRM: Advisor-client relationship tracking
• Orion Advisor Tech: Reporting and data aggregation

Requirements

Qualifications

• Bachelor's degree
• 3+ years of prior experience as an Executive Assistant, administrative, or client service professional
• Demonstrated ability to handle confidential information with discretion
• Alignment with ethical and values-driven workplace culture
• Work experience (2–3 years) in financial services

Equipment Requirements

• Personal laptop or desktop computer
• Stable internet connection (minimum 100 Mbps)
• High-quality headphones and microphone
• Smartphone for communication and coordination
• Willingness to upgrade internet or devices if required

Benefits

Benefits & Perks

• Competitive salary (based on experience and qualifications)
• Performance bonuses and incentives
• Paid Time Off and Paid Holidays
• Health insurance
• Remote work flexibility
• Career advancement opportunities
• Ongoing training