Client Service Associate

What You Can Expect

• Be an integral part of a supportive and collaborative team
• Gain hands-on experience in foundational client service operations
• Work in a flexible, remote environment that values work-life balance
• Contribute ideas and improvements to an evolving business
• Follow a clearly defined career path with room to grow into expanded responsibilities and compensation

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What You’ll Do 

• Provide administrative and client service support to the team
• Assist with new client onboarding including accurate data entry acrosseMoney, Salesforce, Google Workspace, Schwab Advisor Center, and other tools
• Maintain clean, accurate, and up-to-date client data across platforms
• Ensure client data is accurate and up to date for advisors before meetings and Financial Plan creation or updates
• Support new account establishment and investment paperwork
• Handle client service requests with care, accuracy, and attention to detail
• Prepare and process client contracts
• Serve as a point of contact for custodial items through Schwab
• Ensure transactions are processed accurately and completely
• Support move money requests and Roth conversions
• Answer incoming calls and provide exceptional client support
• Participate in special projects and take on new responsibilities as skills and experience grow

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What We’re Looking For

• Bachelor’s degree required
• 0–4 years of experience in a client service or administrative role
• Comfortable with technology, including Google Docs/Sheets, Slack, Zoom, and financial or custodian platforms
• Strong communication skills—both written and verbal
• Exceptionally organized, detail-oriented, and process driven
• Self-motivated and dependable in a remote environment
• Eager to learn, take initiative, and contribute to the team’s success
• Experience with eMoney, Schwab Advisor Center, Salesforce, and Google Workspace is a plus

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Compensation & Benefits

• Starting salary: $50,000 with room to grow based on performance
• Benefits: Health, Dental, 401(k) with company match, long-term disability
• Time off: Generous vacation and PTO policy
• Professional development: Mentorship, annual CE and technology stipends
• Remote work: Flexible schedule and home office setup

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Our Core Values

We take culture seriously. We’re looking for someone who shares these values:

• Curiosity – Continued desire for learning, self-improvement and innovation
• Teamwork – We place the needs of the team above the needs of the individual
• Integrity – Doing what is right and keep your word
• Balance – Set boundaries to allow yourself to balance your work life and home life
• Proactivity – Break the routine to go above and beyond
• Candor – Have open, honest, and direct communication with humility, ensuring accountability

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Our Hiring Process

We want candidates to understand the process before applying.

• Application Review: Human-led review of your resume, cover letter and application background against essential role criteria
• Hiring Manager Interview (30 Minutes): An initial virtual interview with the Hiring Manager to discuss your background, interest in the role, alignment with our core values, and logistics
• Practical Skills Exercise (30 Minutes): A short, role-sample exercise designed to evaluate attention to detail, basic data verification, and process-driven critical thinking
• Team Interviews: Two virtual interview sessions with members of the team, including leadership, to learn more about your experience and how you would work and collaborate with the team
• Offer & Onboarding: Reference checks, formal written offer letter, and a structured 90-day remote onboarding program

If you’re looking for a meaningful role in the financial planning industry, with the ability to choose the career path that works best for you (back office/operations or advisory) as you gain more experience — we’d love to hear from you!

How to Apply

Please send yourresume and a cover letter explaining your interest in this role and any relevant personal or professional experiences.