Operations – Client Service Associate

Job not on LinkedIn

🕒 July 8

🤠 Texas – Remote

🤠 Texas – Remote

💵 $70k - $90k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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

• Manage daily client service requests • Oversee and execute client onboarding • Manage Advisor workflows and tasks, ensuring that all client touch points are made • Develop and fine-tune internal company processes, workflows, and templates • Advisor and company Calendar and email management • Manage Schwab paperwork, money movement (wires, journals, Moneylinks, etc.) and trading • Manage SmartRIA – executing compliance tasks as necessary • Manage Gusto - executing payroll • Project management and execution, reporting directly to CEO • Various administrative tasks • Resolve issues practically and proactively • Participate in strategy meetings and help execute on goals of the firm • NO new business development / sales

🎯 Requirements

• Strong interpersonal skills, with the ability to work well with a variety of clientele • Comfortable calling clients and outside vendors to get answers to questions • Excellent verbal and written communication skills • Organized and detail-oriented in a way that empowers the CEO creativity and vision • Good problem solving and time management skills • Ability to prioritize and confidence to manage projects as well as individually assigned tasks – we do not micromanage. • Proactive in looking at upcoming calendar and prioritizing appropriately

🏖️ Benefits

• Health insurance stipend • Profit sharing plan • 401(k) after one year • Defined Benefit plan • PTO • Great work atmosphere and opportunity to make a big impact