Client Service Associate
Location
United States
Posted
11 days ago
Salary
Not specified
No structured requirement data.
Job Description
Role Description
We are seeking an experienced Client Service Associate to provide exceptional service to our high-net-worth client base and support our advisors.
- Schwab Account Operations: Provide ongoing client service support including Account Opening, Transfers, Move Money, Account Maintenance, and other account update requests.
- Client Onboarding & Support: Welcome new clients to CAM, get them set up in our systems, and assist with account opening and transfers.
- Client Data & Documents: Organize client files and folders (Box), assist with client review preparation and follow-up templates, update client data in spreadsheets, planning software (MoneyGuide Pro), and our CRM (Wealthbox), etc.
- Meeting Preparation & Follow-Up: Work closely with our Lead Planners to assist in the preparation of meeting templates and agendas, and ensuring all action items from meetings are handled in a timely manner.
Qualifications
- Bachelor’s degree and 3-5+ years as a Client Service Associate, OR
- High school diploma or equivalent (GED) and 10+ years as a Client Service Associate (in lieu of a degree)
- 1+ years working with Schwab Advisor Center (or comparable custodian)
- Experience maintaining client information in a CRM
- Very clear communicator (verbal and written)
- Very strong client orientation with exceptional attention to detail
- Well organized and respectful of client service standards (deadlines)
- Willing to learn and comfortable saying “I don’t know” or “I need help”
- Consistently demonstrate our core values (Service, Curiosity, Transparency, Humility, & Tenacity)
- Must reside in the United States
- Available to work 9AM to 5PM ET
Requirements
- Experience in an RIA (preferably fee-only & growth oriented)
- Extensive Schwab experience
- Familiarity with wealth service CRMs (Wealthbox, Redtail, etc.)
- Experience with workflows and process documentation
- Track record of effective remote work in a fast-paced, growing firm
- Track record of thriving in a small company "start-up" culture
Benefits
- Full-time W2
- Salary Range: $65,000 - $75,000 (commensurate with skills & experience)
- Target Bonus: 5% of base salary
- 401-K Match (4%)
- Health, Dental, & Vision
- Long-Term Disability, HSA, Dependent Care FSA
- Professional development stipend
- Unlimited PTO
Job Requirements
- Bachelor’s degree and 3-5+ years as a Client Service Associate, OR
- High school diploma or equivalent (GED) and 10+ years as a Client Service Associate (in lieu of a degree)
- 1+ years working with Schwab Advisor Center (or comparable custodian)
- Experience maintaining client information in a CRM
- Very clear communicator (verbal and written)
- Very strong client orientation with exceptional attention to detail
- Well organized and respectful of client service standards (deadlines)
- Willing to learn and comfortable saying “I don’t know” or “I need help”
- Consistently demonstrate our core values (Service, Curiosity, Transparency, Humility, & Tenacity)
- Must reside in the United States
- Available to work 9AM to 5PM ET
- Experience in an RIA (preferably fee-only & growth oriented)
- Extensive Schwab experience
- Familiarity with wealth service CRMs (Wealthbox, Redtail, etc.)
- Experience with workflows and process documentation
- Track record of effective remote work in a fast-paced, growing firm
- Track record of thriving in a small company "start-up" culture
Benefits
- Full-time W2
- Salary Range: $65,000 - $75,000 (commensurate with skills & experience)
- Target Bonus: 5% of base salary
- 401-K Match (4%)
- Health, Dental, & Vision
- Long-Term Disability, HSA, Dependent Care FSA
- Professional development stipend
- Unlimited PTO
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