Explore an exciting opportunity as a Aux Talent in United States, . This Full-time role is ideal for professionals interested in the Financial Services sector and offers hands-on experience in the Customer Service department .
Rated 4.7/5 by employees, this opening is perfect for candidates at the Associate Level Job. Posted 46 minutes ago, and still accepting applications — don’t miss out.
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“Aux Talent” Company Job Details
- Company Name: Aux Talent
- Work Type: Full-time
- Rating: 4.7 / 5
- Location: United States,
- Industry: Financial Services
- Department: Customer Service
- Experience Level: Associate
- Job Creation Duration: 46 minutes ago
Client Services Associate Job Details | Part Time Jobs in United States
A female-led boutique HNW (High-Net-Worth) RIA firm catering to senior executives, strategy consulting partners and other professionals in primarily San Francisco, New York & Washington DC is looking to add a 3rd Client Services Associate to the team to provide a wide range of administrative and relationship management support, as well as excellent customer service to clients. The ideal candidate will be looking to establish a mutually rewarding and long term relationship with a growing team and growing client base. This role is fully REMOTE and can work from anywhere in the US. You do NOT need to be licensed and registered for this role.
Typical duties (but are not limited to): Fulfill duties related to client service, including completing, sending & executing client transfer forms, authorization letters, and money movement transactions, onboard new client accounts, maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation are up to date, vendor management of outsourced business functions (HR/Payroll), perform administrative duties that support Advisor in daily business practices, including phone coverage, business travel arrangements, managing receipt tracking, coordination of client meetings, and calendar maintenance.
Requirements: 3+ years of experience in an Client Service/Administrative capacity (out of an INDEPENDENT RIA firm) supporting Financial Advisors, experience using Charles Schwab platform required, exceptional accuracy and attention to detail, Professional written and verbal communication, ability to take initiative and work independently, strong problem-solving skills and resourcefulness and proficient with Word and Excel.
Schedule: Remote, full time opportunity
Pay: $80,000-85,000/year + bonus + profit sharing + comprehensive benefits
Location: REMOTE
