Client Service Associate

Job not on LinkedIn

🔥 1 hour ago

☕ Washington – Remote

☕ Washington – Remote

💵 $70k - $85k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

🚫👨‍🎓 No degree required

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Windward Recruiting

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2017

💼 Consulting

⚖️ Legal

🎯 Recruiter

Consulting • Legal • Recruitment

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 AI integration and work directly with leadership on this ongoing effort • Maintain and update client data in Salesforce • Initiate, manage, and tweak workflows in Salesforce • Data input into our financial planning software – eMoney – and preliminary analysis of financial plans • Run reports and proposals in Orion

🎯 Requirements

• 3 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 • Experience with CRM Software / Database Experience is a plus but not required: Salesforce, Claude, Schwab, eMoney, Holistiplan, Orion, google office products.

🏖️ Benefits

• Medical insurance – 50% of premium paid by the firm • Dental and Vision insurance • 401(k) with a 3% safe harbor match • Generous PTO Policy & Paid Holidays – 20 PTO days in the first year • Great Work/Life Balance with a Monday-Friday Schedule • Professional, Fun, Motivating Atmosphere