Client Service Associate

BetterWealth is a growing financial planning firm in San Jose CA and we are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. 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 us 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 Pacific and Mountain time zones.

Compensation & 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

Responsibilities include:

• 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
• We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help improve this position to make it better over time!

Requirements:

• 2 years of financial services experience
• Adept and skilled with technology and 3^rd 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

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 meet with the leadership team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.