Client Service Associate

Independent financial planning and investment management firm in Tampa, FL is seeking a
PERMANENTLY REMOTE
full-time Client Service Associate to join our team. We're a growing fee-based firm committed to meaningful client relationships and investing in our people. Work-life balance, teamwork, and enabling everyone's success are core priorities here. In this client service role, you'll be essential to delivering outstanding experiences. You'll work alongside a team that values both professional excellence and treating people well. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about the firm at

This position will be
permanently remote
. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is open to candidates in Eastern and Central time zones.
Compensation:
Salary range of
$65K-80K
, commensurate with relevant experience
Great Work/Life Balance with a Monday-Friday Schedule
Health Insurance
Plan
with Company Contribution (100% of employee’s premium)
401(k)
with employer match
Generous PTO Policy & Paid Holidays
Permanently remote position
No business development
Responsibilities include:
Respond to client requests
with timeliness and accuracy
Process trade orders from financial advisors
Process account opening applications, transfer paperwork, money movements and/or other various
custodial tasks
Manage notes, activities, workflows and reports in our CRM
Manage and execute client deliverables
after the advisors’ meetings and communicate with clients to follow up
Communicate with clients
via phone and email regularly regarding scheduling, paperwork, and follow up tasks
Assist with process improvement over time
Solve issues
as they come up with the goal of providing excellent client service
Assist with client billing
Requirements:
2 years of financial services experience
and prior remote working experience
Adept and skilled with technology, 3
rd
party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
Ability to
prioritize tasks, problem-solve, and meet deadlines
Organization skills & attention to detail
Ability to work independently while prioritizing projects and managing your time –
we do not micromanage
Ability to learn and implement new technology and software quickly
Ability to
communicate well
with clients and colleagues and work in a collaborative environment
Ability to follow office processes and policies related to office operations & client privacy
The Process:
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.