Client Service Operations Associate

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🔥 11 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $80k - $100k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

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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, with the goal of handling most client requests without advisor oversight • Assist Advisors with client meeting prep and follow-up tasks • New client onboarding including account setup, data collection, and account transfers • Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative and operational tasks • Own the annual client service workflows including beneficiary audit, plan update info gathering, tax doc gathering • Private equity administration including subscription agreements, wire requests, and distributing statements • Identify areas for improvement in processes

🎯 Requirements

• 3 years of financial services experience and prior remote working experience. • Client service experience strongly preferred. • Warm communication style and comfortable reaching out to clients over email and phone • Experience with our software is not required, but it is a plus: Wealthbox, Schwab, Altruist, eMoney, Orion, PreciseFP, Nitrogen • Ability to prioritize tasks, problem-solve, and meet deadlines • Organization skills & attention to detail • Ability to work independently while prioritizing projects and managing your time • Tech savvy with 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

🏖️ Benefits

• Great Work/Life Balance with a Monday-Friday Schedule • 401(k) with company contribution • Generous PTO Policy & Paid Holidays • Professional, Rewarding, Motivating Atmosphere