Paraplanner – Client Relationship Manager

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Assist World

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2022

🎯 Recruiter

🤝 B2B

Recruitment • B2B

<Assist World> Assist World is a virtual assistant staffing and outsourcing company that matches businesses with vetted remote assistants across administrative, accounting, customer service, sales, social media, e-commerce, and industry-specific roles. They provide rapid discovery, matching, and onboarding, a management dashboard and dedicated account managers, and a satisfaction guarantee with rematch or refund options. Assist World serves businesses globally, emphasizes cost-effective, flexible staffing (part-time or full-time) with no long-term lock-ins, and promotes a bench of thousands of pre-vetted assistants for scalable teams.

📋 Description

• Act as the primary point of contact for client service enquiries. • Build and maintain strong relationships with clients through phone, email and virtual meetings. • Prepare and support financial plans using eMoney. • Assist with financial planning recommendations and implementation. • Manage client information and maintain accurate records within the CRM. • Work with client accounts held on the Charles Schwab custodial platform. • Coordinate with the Financial Advisor to ensure outstanding client service. • Handle planning, administrative and follow-up tasks independently. • Help streamline internal processes and free up advisor capacity for business growth.

🎯 Requirements

• 4+ years' experience in a Paraplanner, Financial Planning Assistant or Client Relationship Manager role. • Previous experience supporting a financial advisory or wealth management business. • Experience using eMoney financial planning software. • Familiarity with the Charles Schwab custodial platform. • Experience working with CRM systems. • Excellent verbal and written English communication skills. • Strong organisational skills with exceptional attention to detail. • Ability to work independently and proactively manage workloads. • Comfortable speaking directly with clients via phone and video calls.

🏖️ Benefits

• 100% REMOTE • $50 birthday bonus • $200 testimonial bonus • NO TRACKER. NO PROBLEM