Title: High performance environment. Read this before you apply.
I'll save you time. This firm is not for everyone. By my estimate, about one in five people can actually work the way we work — direct, fast, results-first, team-first, clean, politics-free, and without the grievance culture that quietly drains most offices. That's not a complaint about people. It's a statement of fit. The other four out of five will be happier somewhere else, and we'd rather they get there quickly.
Our clients trust us with the results of their life's effort — businesses they built, wealth they accumulated, decisions that will outlive them. Our internal culture exists to protect that trust. The directness protects it. The team orientation protects it. The focus on results protects it. The clean environment, the politics-free workplace, the refusal to let problems sit unresolved — all of it protects it.
Confidence Wealth Management is a boutique, independent, fiduciary firm that integrates investment, tax, and estate planning into a single coordinated plan. The work is legacy-weighted: clients bring us decades of accumulated wealth and decisions that outlive them. The internal culture runs on seven explicit values, and every one of them is also a filter.
If you read the seven values above and you got excited — like you've been looking for a place that actually operates this way — we should talk. If you felt anything else, you already have your answer.
— Rem Oculee, Founder & CEO
You won't fit here if…
Direct feedback wounds you. If being told plainly that something is wrong feels like an attack, the daily rhythm here will exhaust you.
You need to be softened, prepared, or coddled before hearing hard truths.
You prefer deliberation for its own sake. Slowness as a proxy for "being thorough" reads to us as "not done yet."
Your default status update is a description of what you're working on rather than what you finished.
You say "I've been busy" instead of delivering, or "I'm still working on it" instead of either asking for help or shipping.
You keep score of who got credit, who didn't, and what you're owed.
Profanity, crude humor, or sexualized or off-color jokes are part of how you relax or bond with coworkers. This is not the place.
You like to bring your politics to work, openly or by implication.
You process frustration by talking about people instead of to them.
You enjoy identifying problems more than resolving them. Water-cooler critique has no home here.
You'll fit here if…
You can hear "that's not right, here's why, please fix it" without flinching or taking it personally.
You give feedback the same way you want to receive it: respectfully, promptly, and unambiguously.
You move quickly and adapt. You don't treat every small decision as a committee-level question.
You measure your day by what you finished, not what you touched.
If you said Thursday, it's done Thursday — or someone hears about it Wednesday.
You ask for help when you need it, without apology or performance. Help is always available; confusion rarely is.
You share credit instinctively. The team winning is the only win that counts to you.
You keep a clean workplace by default — no profanity, no crude or off-color humor — because that's already how you carry yourself.
You keep your politics out of client work and team communication, because you respect that not everyone shares them.
If you have a problem with a teammate, you bring it to them with a proposed solution — not to someone else as a complaint.
You care about the details because you understand that what we do affects families for decades.
Client Service and Operations Associate
Role:
Protect and elevate the client experience by owning the operational backbone of the firm — accurate paperwork, clean data, timely follow-through, and seamless coordination — so advisors can focus on advice and clients feel taken care of at every step.
What You Bring:
Client service requests resolved completely, accurately, and on time — not just touched
Investment and insurance paperwork processed cleanly the first time
CRM data (Salesforce) accurate, current, and trustworthy across the firm
New account onboarding executed smoothly from documentation through funding
Underwriting and application processes moved forward proactively, never stalled
Advisors freed from operational drag so they can focus on client-facing work
Existing client relationships retained and serviced with care
What you will do:
Prepare and process investment and insurance paperwork with precision
Open and update accounts with Schwab (custodian) — including separately managed accounts
Review and manage insurance applications: new business, conversions, policy changes, ongoing service
Coordinate underwriting end-to-end: schedule medical exams, monitor status, push for resolution
Collect and verify documentation for new account onboarding
Serve as point of contact for client inquiries on investment and insurance products
Own workflows start-to-finish: information gathering, execution, follow-up, completion
Proactively communicate with clients and team on outstanding items and next steps
Document and update contact info, statuses, and key details in Salesforce
Support advisor retention and conservation efforts on existing relationships
Contribute to operational projects and cross-functional initiatives as the firm grows
4. You Should be Familiar with:
Salesforce (CRM) — daily use, data integrity ownership
Schwab custodian platform and DocuSign — account opening, servicing, transactions
Microsoft Office suite, with strong Excel
Outlook — client and internal communication
Zoom
Insurance carrier platforms and underwriting portals
Document management and workflow systems
What Success Looks like:
Turnaround time on client service requests and paperwork
Accuracy and error rate on applications, account setup, and data entry
Client satisfaction and retention on serviced relationships
Salesforce data quality — completeness, accuracy, currency
Advisor feedback on operational support and leverage created
Volume capacity without quality drop
Speed and reliability of follow-through on multi-step workflows
Requirements:
Three or more years of experience in financial services, client service, or operations in a professional services environment
Strong Microsoft Office competency, especially Excel
Salesforce experience strongly preferred
Demonstrated ability to manage multi-step workflows from start to finish
Strong written and verbal communication
High attention to detail — not optional in this role
BA/BS preferred in Business, Marketing, Communications, Finance, or related field
Series 65 preferred. If not currently licensed, must be achieved within six months of hire. Additional licenses may be required over time.
What We Offer:
We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, and 401(k).
$70,000 Starting Salary + Bonus + Long-term incentive and performance plans with tenure.
3+ years financial services, client service, or operations experience; strong Microsoft Office especially Excel; Salesforce experience strongly preferred; BA/BS preferred; Series 65 required within six months of hire; high attention to detail.
Key Responsibilities
- processing paperwork
- managing client accounts
- coordinating underwriting
Skills & Tools
Salesforce, Schwab, DocuSign, Microsoft Office, Microsoft Excel, Microsoft Outlook, Zoom
Job Details
- Category: Customer Service
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — United States
- Salary: USD 70,000 – 70,000 / year
- Languages: English
Benefits
- Generous paid time off
- Retirement plan
About Confidence Wealth Management
A boutique, independent, fiduciary firm integrating investment, tax, and estate planning into a single coordinated plan. — Industry: Finance