Join our Team at CAM! Remote Client Service Associate (Start Sep/Oct 2023) Remote · Full time

Apply for Remote Client Service Associate (Start Sep/Oct 2023)

We are the leading fixed flat fee wealth management firm specializing in retirement income planning. We help HNW pre-retirees & retirees achieve the feeling of relaxed confidence in their financial lives. We have $400M+ under management are growing 50%+ per year. Join us in our mission to turn the financial advice industry into a helping profession....check out the next few roles we are recruiting for below!

Clark Asset Management is the leading flat fee wealth management firm specializing in retirement income planning for high-net-worth clients. Our mission is to help our clients achieve the feeling of relaxed confidence in their financial lives, while transforming the financial advice industry into a helping profession.

We encourage you to apply for our Remote Client Service Associate role if you share our values (Service, Humility, Tenacity, Transparency) and want to be part of a special team changing an industry.

Description Overview:

We are seeking an experienced Client Service Associate to provide exceptional service to our high-net-worth client base. You will report directly to our Director of Financial Planning. We are looking for someone who loves client service and supporting advisors and wants to do that here for many years to come!

Responsibilities:

Schwab Account Operations - Paperwork, Move Money, Account Maintenance & Settings.

Maintain Client Data & Documents - Files & Folders (Box), CRM (Wealthbox), and other systems.

Client Calendaring - Book meetings and rescheduling through Calendly; calendar management.

Client Lifecyle - Welcome new clients to CAM and get them set up in our systems, call clients to confirm money movements and other requests, terminate client relationships in our systems.

Requirements:

• Bachelor’s degree
• 1-3 years of experience as a Client Service Associate supporting Financial Advisors and clients.
• 1+ years processing paperwork at a Custodian (like Schwab or Fidelity)
• Experience maintaining client information in a CRM.
• Excellent communication skills.
• Very strong client orientation with exceptional attention to detail.
• Well organized and respectful of client service standards and deadlines.
• Thrive in a startup culture and comfortable with the ability to learn i.e. “I need help” or “I don’t know”.
• Consistently demonstrate our core values (client service, curiosity, transparency, tenacity & rigor).

Desired Qualifications:

• Bachelor's degree in relevant field related to Finance, Banking, Accounting, Economics, etc.
• Experience working in an RIA environment and/or fee-only RIA firm.
• Familiarity with financial services CRM’s (e.g., Wealthbox, Redtail) and Calendly.

Compensation Package:

• Full-time W2; Salary range: $55,000 - $65,000 annually
• Target bonus of 5% of base salary.
• 401(k) match (4%), Health & Dental & Vision insurance.
• Potential for professional development reimbursement.
• Unlimited PTO – Just get your work done!