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Client Service Associate at Windward Recruiting | JobVerse
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Client Service Associate
Windward Recruiting
Remote
Website
LinkedIn
Client Service Associate
California, United States of America
Full Time
5 hours ago
$65,000 - $80,000 USD
No Visa Sponsorship
Apply Now
Key skills
CRM
About this role
Role Overview
Respond to client requests with timeliness and accuracy in mind
Assist Advisors with client meeting prep and follow-up tasks
Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative tasks
Become primary point person for Schwab
Maintain and update client data in our CRM
Advyzon
Initiate, manage, and optimize workflows in Advyzon
Data input into our financial planning software
RightCapital
Scheduling client meetings via phone and email
Requirements
2 years of financial services experience
Adept and skilled with technology and 3rd party software. We are a paperless office
Ability to prioritize tasks, problem-solve, and meet deadlines
Organization skills & attention to detail
Ability to anticipate client and advisor needs
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 and work in a collaborative environment
Ability to follow office processes and policies related to office operations & client privacy
Experience with CRM Software / Database
Experience is a plus but not required: Schwab, Advyzon, Google workspace, Calendly, RightCapital, Holistiplan.
Ability to travel to San Jose 1-4x/year for quarterly/annual internal strategy meetings
Benefits
Salary range of $65K-80K, commensurate with relevant experience
Bonus based on firm and personal performance
Profit sharing program
Great Work/Life Balance with a Monday-Friday Schedule
Medical insurance
$1050/month stipend
Dental and Vision insurance
401(k) with a 4% match
Generous PTO Policy & Paid Holidays – 25 PTO days in the first year
$100/month WFH reimbursement
Dependent Care FSA
Group term life and long-term disability insurance
Professional, Fun, Motivating Atmosphere
Permanently remote position
Room for growth to a management level position
Apply Now
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