Client Service Associate
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Job Summary
Independent financial planning and investment management firm in Tampa FL is seeking a PERMANENTLY REMOTE full-time Client Service Associate to join our team. Were a growing fee-only firm committed to meaningful client relationships and investing in our people. Work-life balance teamwork and enabling everyones success are core priorities this client service role youll be essential to delivering outstanding experiences. Youll 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!
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 employees 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:
- 3 years of financial services experience and prior remote working experience
- Adept and skilled with technology 3rd 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.
Required Experience:
IC
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
About Company
McGee Wealth Management, a growing financial advisory firm located in Katy, TX, is seeking a Client Service Associate to join our growing team. We are a financial planning firm that has client service as our #1 priority and we are looking for someone with the same mindset to join us a ... View more
