Note: The job is a remote job and is open to candidates in USA. Pathwise Wealth Partners is a wealth management firm located in the Bay Area and San Diego, seeking a permanently remote Client Service Operations Associate to join their team. The role involves responding to client requests, assisting advisors, onboarding new clients, and processing various administrative tasks while striving for continuous improvement in client service workflows.
Responsibilities
- Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight
- Assist Advisors with client meeting prep and follow-up tasks
- New client onboarding including account setup, data collection, and account transfers
- Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative and operational tasks
- Own the annual client service workflows including beneficiary audit, plan update info gathering, tax doc gathering
- Private equity administration including subscription agreements, wire requests, and distributing statements
- We are a team that is always striving to improve our processes, and we ask our team to help identify areas for improvement
Skills
- 3 years of financial services experience and prior remote working experience
- Warm communication style and comfortable reaching out to clients over email and phone
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Organization skills & attention to detail
- Ability to work independently while prioritizing projects and managing your time
- Tech savvy with ability to learn and implement new technology and software quickly
- Ability to communicate well and work in a collaborative environment
- Ability to follow office processes and policies related to office operations & client privacy
- Client service experience strongly preferred
- Experience with our software is not required, but it is a plus: Wealthbox, Schwab, Altruist, eMoney, Orion, PreciseFP, Nitrogen
Benefits
- Great Work/Life Balance with a Monday-Friday Schedule
- 401(k) with company contribution
- Generous PTO Policy & Paid Holidays
- Professional, Rewarding, Motivating Atmosphere
- Permanently remote position
- We will provide you with equipment to work from home
Company Overview