Location: Remote (Work from Home) Travel: Occasional (Approx. 2 times/year for team planning/events) Job Type: Full-time
About Us
We are a boutique, high-growth Female Advisor Wealth Management firm (growing 25%+ year-over-year). We attribute our success to a simple formula: high technical competency, high-touch service, and absolute integrity. We don’t use gimmicks; we simply do great work for families who trust us.
Our Culture: We are a small, tight-knit team that functions like a family. We take our work seriously, but we don’t take ourselves too seriously. We joke around and try to make the day fun, but make no mistake: we are high performers. We manage a significant amount of assets with a lean team because we are focused, efficient, and dedicated to excellence. We value integrity and high accountability. We foster a supportive environment where the focus is always on finding solutions and improving processes, never on placing blame.
The Opportunity
We are seeking a Client Services Associate (CSA) who possesses a true "service heart" and wants to be an integral part of a winning team.
We are not looking for someone to simply process transactions; we are looking for a partner who understands the nuance of serving high-net-worth families. You will be the guardian of the client experience, ensuring that every interaction feels seamless, easy, and personal.
Why You Will Love Working Here
Flexibility & Balance: We are parents, and we make it a priority to be present for our kids' milestones (school plays, soccer games, etc.)—and we want the same for you. We operate on trust and results. This role requires high output and efficiency, but we believe you shouldn't have to miss life's important moments to achieve it. As long as deadlines are met and clients are served with excellence, you have the autonomy to manage your schedule.
Innovation & Efficiency: We are a "work smarter, not harder" firm. We despise inefficiency and manual busy work. We use custom-built applications and AI tools to streamline operations. If you have an idea to automate a process, we will listen—and if it makes business sense, we are willing to invest in building the solution.
Autonomy: We don’t micromanage. We provide the destination, but we trust you to figure out the best path to get there.
What You Will Do
Orchestrate the Client Experience: Manage the onboarding of new clients, ensuring their first interactions with our ops team is seamless and welcoming.
Operational Execution: Prepare and process paperwork for account openings, transfers, contributions, and distributions with absolute precision.
Tech & Data Management: maintain client information in our CRM and manage electronic workflows.
Client Communication: Conduct calls and Zoom meetings to assist clients with operational tasks (money movement, paperwork signing etc.). Proactively update clients during onboarding.
Creative & Event Support: Assist with client gifting, holiday cards, and help plan quarterly client events.
Process Improvement: Help us refine our operations. We want you to identify bottlenecks and help us solve them.
How to Excel in This Role
White-Glove Service Intuition: You understand that for our clients, we remove friction, we don’t create it. You don’t send a client a blank form and say "fill this out"; you pre-fill every possible field so all they have to do is sign. You proactively solve problems so the client never feels the burden of administration.
Strategic Judgment: You ensure every single client receives prompt, excellent service—no exceptions. However, you also possess the business acumen to recognize the nuance of different relationships. You know how to tailor your communication style and depth of service to match the client's needs and tier, ensuring high-value relationships receive the bespoke attention they require without sacrificing quality for others.
The "Figure It Out" Factor: We will provide extensive training, but the best CSAs have a natural curiosity. When the answer isn't immediately obvious, you are willing to dig in, research, and problem-solve independently before asking for help.
Uncompromising Attention to Detail: In our world, a typo isn't just a typo—it can affect someone’s life savings. You must take pride in accuracy and treat data with extreme care.
Tech-Savvy & Security Minded: You are comfortable learning new software quickly. You understand how to use AI tools to improve your writing and efficiency, but you also understand the critical nature of data privacy and security.
Requirements
Experience: Previous experience in the financial services industry is preferred.
Technical Skills: Strong proficiency in Microsoft Office (Word/Excel) and the ability to learn CRM/Financial software (Orion, Wealthscape, etc.) quickly.
Soft Skills: High emotional intelligence, strong written/verbal communication, and a friendly, supportive attitude.
Remote Setup: A dedicated, distraction-free workspace and the self-discipline to work effectively from home.
