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✨ Client Service Associate 📍 Remote 🏢 Growing & Independent Wealth Management Firm 💰 Base + Bonus
Looking for a role where you can make a real impact on the client experience?
A growing and highly regarded independent wealth management practice is seeking a Client Service Associate to become a key member of its client operations team. This is an opportunity to join a stable, relationship-driven advisory firm that values exceptional service, collaboration, and long-term career growth.
What You'll Be Doing As the Client Service Associate, you'll play a central role in supporting clients, advisors, and the overall operation of the practice by:
- Managing client account servicing, including account openings, transfers, money movements, beneficiary updates, rollovers, and distribution requests.
- Coordinating insurance and annuity processes from application through policy delivery, including underwriting follow-up and client communication.
- Serving as a primary client contact for service requests, documentation collection, account maintenance, and general inquiries.
- Maintaining accurate client records and workflow tracking within CRM and financial planning systems.
- Supporting financial planning initiatives through client onboarding, data gathering, account aggregation, and document organization.
- Coordinating advisor calendars and scheduling client meetings.
- Monitoring operational workflows, compliance requirements, and regulatory documentation.
- Collaborating with custodians, carriers, and internal team members to ensure seamless execution of client requests.
- Managing referral and prospect engagement activities, client appreciation initiatives, and marketing campaigns.
- Assisting with social media content and digital engagement efforts across multiple platforms.
- Providing ongoing operational support and helping drive process improvements across the practice
Why Candidates Are Excited About This Opportunity ✅ Direct exposure to advisors, clients, and financial planning activities rather than purely administrative work. ✅ Opportunity to build expertise across wealth management operations, insurance, financial planning, and client relationship management. ✅ High-impact role where your contributions will be visible and appreciated. ✅ Stable and established practice with a strong reputation and long-term growth outlook. ✅ Collaborative team environment that values professionalism, flexibility, and work-life balance. ✅ Excellent fit for someone seeking a long-term career path in wealth management operations and client service.
Required Qualifications
- California Life & Health License (required prior to start date)
- 3+ years of experience in wealth management client service, insurance operations, or a related financial services support role
- Experience supporting life insurance, annuity, or retirement planning products
- Strong client communication and relationship management skills
- Exceptional organizational skills and attention to detail
- Ability to manage multiple priorities independently in a remote environment
Preferred Experience
- Financial planning or paraplanning exposure
- Experience with eMoney, Redtail CRM, DocuSign, or similar advisor technology platforms
- Experience working with an independent advisory firm, RIA, or broker-dealer environment
- Series 7 registration
- Annuity certification or related insurance designations