Windward Recruiting

Moving you forward

Operations – Client Service Associate

Client Services RepresentativeClient ServicesFull TimeRemoteTeam 1-10Since 2017H1B No SponsorCompany SiteLinkedIn

Location

Texas

Posted

10 days ago

Salary

$70K - $90K / year

English

Job Description

• Manage daily client service requests • Oversee and execute client onboarding • Manage Advisor workflows and tasks, ensuring that all client touch points are made • Develop and fine-tune internal company processes, workflows, and templates • Advisor and company Calendar and email management • Manage Schwab paperwork, money movement (wires, journals, Moneylinks, etc.) and trading • Manage SmartRIA – executing compliance tasks as necessary • Manage Gusto - executing payroll • Project management and execution, reporting directly to CEO • Various administrative tasks • Resolve issues practically and proactively • Participate in strategy meetings and help execute on goals of the firm

Job Requirements

  • Strong interpersonal skills, with the ability to work well with a variety of clientele
  • Comfortable calling clients and outside vendors to get answers to questions
  • Excellent verbal and written communication skills
  • Organized and detail-oriented in a way that empowers the CEO creativity and vision
  • Good problem solving and time management skills
  • Ability to prioritize and confidence to manage projects as well as individually assigned tasks – we do not micromanage.
  • Proactive in looking at upcoming calendar and prioritizing appropriately

Benefits

  • Health insurance stipend
  • Profit sharing plan
  • 401(k) after one year
  • Defined Benefit plan
  • PTO
  • Great work atmosphere and opportunity to make a big impact

Related Job Pages

More Client Services Representative Jobs

Manager, Client Services - Remote - Nationwide

Vituity

At Vituity you are part of a larger team that is driven by our purpose to improve lives. We are dedicated to transforming healthcare through our culture by working together to tackle healthcare’s most pressing challenges from the inside. Even when you are working remotely, you are an important part of the Vituity Community. We offer plenty of opportunities to engage with other Vitans through a variety of virtual meet-and-greets, events and seminars. Monthly wellness events and programs such as yoga, HIIT classes, and more. Trainings to help support and advance your professional growth. Team building activities such as virtual scavenger hunts and holiday celebrations. Flexible work hours. Opportunities to attend Vituity community events including LGBTQ+ History, Día de los Muertos Celebration, Money Management/Money Relationship, and more.

Client Services Representative10 days ago
Full TimeRemoteTeam 1,001-5,000

This role involves reviewing operational reports to identify and address problem areas, interfacing with various directors to resolve issues, and preparing for site conference calls or visits. The manager is also responsible for identifying areas needing improvement in financial performance and team structure, developing corrective action plans, and overseeing their implementation.

LeadershipTeam ManagementMedical BillingAccounts ReceivableMicrosoft OfficeReport AnalysisBudgetingTrainingQuality AuditingCross-functional Collaboration
United States
$74.4K - $93.0K / year
Client Services Representative10 days ago
ContractRemoteTeam 11-50Since 2022H1B No Sponsor

We are hiring a Remote Client Services Coordinator to manage client communication and assist with coordinating travel arrangements. This role focuses on organization, client support, and ensuring a smooth booking experience from inquiry to travel completion. This position is well...

United States
Client Services Representative10 days ago
Full TimeRemoteTeam 2-10

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 Maintenanc...

United States
Client Services Representative10 days ago
Full TimeRemoteTeam 10,001

The Repository Services Librarian advances the sharing and stewardship of UW–Madison’s scholarly outputs by serving as the service lead and primary user support contact for MINDS@UW, the university’s institutional repository. This role also supports librarians across all 13 insti...

United States