Note: The job is a remote job and is open to candidates in USA. Family Business Legacies provides strategic guidance to families and business owners on business succession, ownership transitions, exit planning, and wealth preservation. The Part-Time Virtual Client Service Associate will provide administrative and client support, manage account servicing and asset movement transactions, maintain accurate records, and ensure responsive resolution of client requests.
Responsibilities
- Serve as the primary point of contact for client service requests, delivering a responsive, professional, and personalized client experience
- Manage account servicing activities, including beneficiary updates, registration changes, account maintenance requests, and client record updates
- Prepare, review, and distribute client paperwork, ensuring accuracy, completeness, and compliance before submission
- Coordinate electronic signatures, track outstanding documentation, and proactively follow up with clients to ensure timely completion of requests
- Process and monitor asset movement transactions, including transfers, deposits, withdrawals, RMDs, wires, ACH transactions, and check requests
- Communicate regularly with clients, custodians, insurance carriers, and financial institutions to provide updates and resolve service-related issues
- Maintain accurate CRM records, workflow systems, and audit-ready client files while documenting all client interactions and account activity
- Track service requests from initiation through resolution, ensuring a seamless and efficient experience for clients
- Identify opportunities to improve processes, enhance operational efficiency, and support the overall growth of the practice
Skills
- • High school diploma or equivalent, required
- • 2+ years' experience in an Administrative Assistant role
- • Strong organizational skills with demonstrated ability to manage multiple priorities and deadlines
- • Proven follow-through and attention to detail
- • Proficient in Microsoft Office Suite (Word, Excel, Outlook, etc.)
- • Experience using CRM systems required
- • Technologically adept with a solid understanding of digital workflows
- • Must be authorized to work in the United States without sponsorship
- • Associate or bachelor's degree, preferred
- • Prior experience in insurance, investments, banking or financial services, preferred
Benefits
- Virtual workplace providing the convenience of working remotely
- Flexible work arrangement within standard business hours, supporting work-life balance
- Opportunity to make a meaningful impact while supporting families and business owners
- Collaborative, supportive environment where your contributions are valued and recognized
Company Overview