Client Service Operations Associate
$65K - $80K/yr
Qualified candidates will start the process by having a 15-30 minute Zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...
Ria Recruiting
60 Ria Recruiting Jobs Hiring Near You
Client Service Operations Associate
$65K - $80K/yr
Qualified candidates will start the process by having a 15-30 minute Zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...
Paraplanner
$90K - $120K/yr
Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...
Paraplanner
$90K - $120K/yr
Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...
Client Service Associate
Nashville, TN · On-site
$70K - $90K/yr
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...
Quick apply
Client Service Associate
Nashville, TN · On-site
$70K - $90K/yr
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...
Client Service Associate
Ventura, CA · On-site
$70K - $110K/yr
Qualified candidates will start the process by having a 1530-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...
Quick apply
Client Service Associate
Ventura, CA · On-site
$70K - $110K/yr
Qualified candidates will start the process by having a 1530-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...
Client Service Operations Associate (Remote)
Ridgeland, MS · Remote
$65K - $80K/yr
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...
Quick apply
Client Service Operations Associate (Remote)
Ridgeland, MS · Remote
$65K - $80K/yr
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...
Client Service Associate
Seattle, WA · On-site +1
$80K - $100K/yr
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...
Client Service Associate
Seattle, WA · On-site +1
$80K - $100K/yr
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a ...
Executive Assistant
Austin, TX · On-site
$60K - $75K/yr
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships ...
Executive Assistant
Austin, TX · On-site
$60K - $75K/yr
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships ...
Associate Financial Advisor (Remote)
Los Gatos, CA · Remote
$120K - $150K/yr
ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients ...
Quick apply
Associate Financial Advisor (Remote)
Los Gatos, CA · Remote
$120K - $150K/yr
ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients ...
Client Service Associate
Los Gatos, CA · On-site +1
$80K - $100K/yr
ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients ...
Client Service Associate
Los Gatos, CA · On-site +1
$80K - $100K/yr
ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients ...
Financial Advisor
Independence, OH · On-site +1
$125K - $175K/yr
Financial Advisor - Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a ...
Financial Advisor
Independence, OH · On-site +1
$125K - $175K/yr
Financial Advisor - Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a ...
Client Transactions Coordinator / Trader (Remote)
Independence, OH · Remote
$70K - $85K/yr
Client Transactions Coordinator / Trader Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio.
Quick apply
Client Transactions Coordinator / Trader (Remote)
Independence, OH · Remote
$70K - $85K/yr
Client Transactions Coordinator / Trader Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio.
Client Transactions Coordinator / Trader
Independence, OH · On-site +1
$70K - $85K/yr
Client Transactions Coordinator / Trader - Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence ...
Client Transactions Coordinator / Trader
Independence, OH · On-site +1
$70K - $85K/yr
Client Transactions Coordinator / Trader - Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence ...
Client Service Associate
$65K - $80K/yr
Client Service Associate ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and ...
Client Service Associate
$65K - $80K/yr
Client Service Associate ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and ...
Executive Assistant
Austin, TX · On-site
$60K - $75K/yr
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships ...
Quick apply
Executive Assistant
Austin, TX · On-site
$60K - $75K/yr
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships ...
Client Service Associate (Remote)
Los Gatos, CA · Remote
$65K - $80K/yr
ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients ...
Quick apply
Client Service Associate (Remote)
Los Gatos, CA · Remote
$65K - $80K/yr
ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients ...
Client Service Associate
Los Gatos, CA · On-site +1
$65K - $80K/yr
ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients ...
Client Service Associate
Los Gatos, CA · On-site +1
$65K - $80K/yr
ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients ...
Financial Advisor (Remote)
Independence, OH · Remote
$125K - $175K/yr
Financial Advisor Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a ...
Quick apply
Financial Advisor (Remote)
Independence, OH · Remote
$125K - $175K/yr
Financial Advisor Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a ...
Associate Financial Planner
Edina, MN · Hybrid
$80K - $90K/yr
Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We provide comprehensive wealth ...
Associate Financial Planner
Edina, MN · Hybrid
$80K - $90K/yr
Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We provide comprehensive wealth ...
Executive Assistant
Austin, TX · On-site
$60K - $75K/yr
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships ...
Executive Assistant
Austin, TX · On-site
$60K - $75K/yr
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships ...
Regional Relationship Manager - RIA
Los Angeles, CA · On-site
$111K - $179K/yr
You will identify the needs of RIA firms and their client's retirement needs and suggest products ... Apply now to move to the next step in our recruiting process. If this role isn't what you're ...
Regional Relationship Manager - RIA
Los Angeles, CA · On-site
$111K - $179K/yr
You will identify the needs of RIA firms and their client's retirement needs and suggest products ... Apply now to move to the next step in our recruiting process. If this role isn't what you're ...
Ria Recruiting Jobs Information
$65K - $80K/yr
Other
Medical, Retirement
Re-posted 21 hours ago
Job description
Client Service Operations Associate
Bergland Wealth Management is an independent financial advisory firm in Ridgeland, MS. We are seeking a permanently remote Client Service Operations Associate to join our team. This position will assist in providing excellent service to our clients and executing back-office operations.
This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is open to candidates in Eastern and Central time zones.
Compensation & Benefits:
- Salary range of $65K-80K, commensurate with relevant experience
- Profit sharing program
- Great Work/Life Balance with a Monday-Friday Schedule
- BCBS Group Major Medical
- 401(k) with employer match
- This position will have a variety of tasks – no two days will be exactly the same
- Professional and Kind Atmosphere
- While we want this position to grow with responsibilities, there is no expectation that this role will become an advisor
- Permanently remote position
Responsibilities include:
- Respond to client requests with timeliness and accuracy in mind
- Assist Advisor with client meeting prep and follow-up tasks
- Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
- Monitor Custodian alerts and money movements
- Calendar Management for Financial Advisor including client appointments
- Review info and documents received from clients, save docs, and enter info into our client FP assumptions template
- We are a small firm that is always striving to improve our processes and we want your input to help this position better and better over time!
Requirements:
- 5 years of financial services experience and prior remote working experience
- Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
- Ability to work well with one advisor in a tight knit team
Skills:
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Organization skills & attention to detail
- Ability to anticipate client and advisor needs
- Ability to think critically and take initiative
- Ability to work independently while prioritizing projects and managing your time – we do not micromanage
- 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
The Process:
Qualified candidates will start the process by having a 15-30 minute Zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the firm. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.