Qualifications

• 3 years of experience in financial services and prior remote work experience.
• Strong client service experience preferred.
• Warm and effective communicator via email and phone.
• Solid organizational skills and high attention to detail.
• Proficient in prioritizing tasks and problem-solving under deadlines.
• Tech-savvy with the ability to quickly learn new software.
• Ability to work independently and in a collaborative team environment.

Responsibilities

• Respond to client requests promptly and accurately, addressing most issues without advisor oversight.
• Assist Advisors with preparation and follow-up for client meetings.
• Manage new client onboarding processes including account setup and data collection.
• Process various administrative tasks like account opening and money movements.
• Own annual client service workflows like beneficiary audits and document gathering.
• Handle private equity administration tasks including agreement processing and statement distribution.
• Contribute to team-wide process improvement initiatives.

Benefits

• Permanently remote working arrangement.
• Great work/life balance with a standard Monday-Friday schedule.
• 401(k) plan with company contributions.
• Generous paid time off and paid holidays.
• Collaborative and motivating workplace culture.