We're Hiring - Senior CSA

ATTN: Client Services Associates with experience with Charles Schwab and / or Raymond James

*** Work 100% remote ***

Our firm has recently enjoyed significant growth and is now looking to bring on a senior level, experienced Client Service Associate to support our growing team.

Compensation Package

• Starting base = $75,000
• Meaningful Bonus / Profit Sharing program designed to reward productivity and longevity with our firm
• Health insurance
• 401K & Company Match: Starting after 1 year
• A very positive and supportive work environment
• The ability to be 100% remote.

Job Description

Senior Client Service Associate

• Assist the team with all non-sales related functions: Opening new accounts, ACATs, money movement, etc.
• Prepare meeting documents and other materials.
• Schedule meetings for team utilizing our group’s various applications (Outlook, Salesforce, etc.)
• Respond to client questions regarding accounts, policies, and procedures.
• Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy.
• Process client requests (wires, checks, journals, etc.).
• Process client paperwork (including communicating directly with clients to obtain all information needed)
• Assist with establishing online access for statements, confirms, proxy materials and other services.
• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm.
• Prepare client correspondence, obtain necessary management approvals and transmit.
• Other responsibilities as may be assigned.

Minimum Qualifications:

• 5 Years work experience as a Client Service Associate at either a Broker Dealer or RIA. This is a MUST.

• Excellent customer facing skills. Strong written and verbal communication skills
• The ability to accomplish a variety of tasks in an efficient, organized manner
• Strong follow-up skills
• Strong Microsoft Office competency (Outlook, Word, Excel)

Preferred Qualifications:

• Proficiency with: Salesforce, Orion and Riskalyze.
• Experience with administrating 401Ks.
• Experience with customer service at either Charles Schwab and / or Raymond James and / or Fidelity

Benefit Conditions:

• Waiting period may apply
• Only full-time employees eligible

This Company Describes Its Culture as:

• Detail-oriented -- quality and precision-focused
• Stable -- traditional, stable, strong processes
• People-oriented -- supportive and fairness-focused

Work Remotely

• Yes -- 100%.