Client Service Associate

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🏄 California – Remote

🏄 California – Remote

💵 $65k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

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Windward Recruiting

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2017

🎯 Recruiter

💸 Finance

🤝 B2B

Recruitment • Finance • B2B

Windward Recruiting is a premier recruitment agency specializing in executive search and recruitment within the wealth management and financial services sectors. With over 45 years of combined experience, Windward Recruiting is dedicated to connecting organizations with exceptional talent, ensuring successful placements that promote growth. The company emphasizes the building of long-term relationships with clients and employs a rigorous candidate screening process to identify the best fits for high-level positions.

📋 Description

• Respond to client requests with timeliness and accuracy in mind • Assist Advisors with client meeting prep and follow-up tasks • Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative tasks • Become primary point person for Schwab • Maintain and update client data in our CRM - Advyzon • Initiate, manage, and optimize workflows in Advyzon • Data input into our financial planning software - RightCapital • Scheduling client meetings via phone and email

🎯 Requirements

• 2 years of financial services experience • Adept and skilled with technology and 3rd party software. We are a paperless office • Ability to prioritize tasks, problem-solve, and meet deadlines • Organization skills & attention to detail • Ability to anticipate client and advisor needs • Ability to work independently while prioritizing projects and managing your time – we do not micromanage • Ability to learn and implement new technology and software quickly • Ability to communicate well and work in a collaborative environment • Ability to follow office processes and policies related to office operations & client privacy • Experience with CRM Software / Database • Experience is a plus but not required: Schwab, Advyzon, Google workspace, Calendly, RightCapital, Holistiplan. • Ability to travel to San Jose 1-4x/year for quarterly/annual internal strategy meetings

🏖️ Benefits

• Salary range of $65K-80K, commensurate with relevant experience • Bonus based on firm and personal performance • Profit sharing program • Great Work/Life Balance with a Monday-Friday Schedule • Medical insurance - $1050/month stipend • Dental and Vision insurance • 401(k) with a 4% match • Generous PTO Policy & Paid Holidays – 25 PTO days in the first year • $100/month WFH reimbursement • Dependent Care FSA • Group term life and long-term disability insurance • Professional, Fun, Motivating Atmosphere • Permanently remote position • Room for growth to a management level position