Client Service and Operations Associate

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Confidence Wealth Management

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2002

💸 Finance

💼 Consulting

Finance • Consulting

Confidence Wealth Management is a fiduciary boutique wealth management firm that builds integrated financial plans for individuals, families, and business owners. They focus on coordinating investment management with tax planning, estate planning, asset protection, and business-owner strategies (including exit planning) to identify planning gaps and align wealth with long-term goals. The firm emphasizes a multi-disciplinary, multi-advisor team approach, coordinates with external CPAs and estate attorneys when specialized advice is needed, and does not provide legal advice. Services highlighted include investment planning and management, tax planning coordination, estate planning coordination, asset protection, beneficial business structures for owners, and specialized business-exit financial planning.

📋 Description

• Prepare and process investment and insurance paperwork with precision • Open and update accounts with Schwab, including separately managed accounts • Review and manage insurance applications, conversions, policy changes, and ongoing service • Coordinate underwriting end-to-end, including scheduling medical exams, monitoring status, and pushing for resolution • Collect and verify documentation for new account onboarding • Serve as point of contact for client inquiries on investment and insurance products • Own workflows from information gathering through execution, follow-up, and completion • Proactively communicate with clients and team about outstanding items and next steps • Document and update contact information, statuses, and key details in Salesforce • Support advisor retention and conservation efforts on existing relationships • Contribute to operational projects and cross-functional initiatives as the firm grows

🎯 Requirements

• Three or more years of experience in financial services, client service, or operations in a professional services environment • Strong Microsoft Office competency, especially Excel • Salesforce experience strongly preferred • Demonstrated ability to manage multi-step workflows from start to finish • Strong written and verbal communication • High attention to detail • BA/BS preferred in Business, Marketing, Communications, Finance, or related field • Series 65 preferred; if not currently licensed, must be achieved within six months of hire • Familiarity with Salesforce, Schwab custodian platform, DocuSign, Microsoft Office, Excel, Outlook, Zoom, insurance carrier platforms, underwriting portals, document management systems, and workflow systems

🏖️ Benefits

• Paid time off • Medical insurance • Dental insurance • Vision insurance • 401(k) • Bonus • Long-term incentive plans after one-year tenure • Performance plans after one-year tenure