Client Service Associate
$65,000–$80,000 year
Remote · United States
Job Summary
Permanent remote Client Service Associate at BetterWealth, supporting financial advisors and clients with timely, accurate service. Responsibilities include responding to client requests, assisting with advisor meeting prep and follow-up, processing account opening applications and transfers, becoming the primary point of contact for Schwab, maintaining client data in Advyzon, initiating and optimizing workflows in Advyzon, inputting data in RightCapital, and scheduling client meetings via phone and email. Requires 2 years in financial services, strong tech aptitude, ability to work independently, excellent organizational skills, and willingness to travel to San Jose 1-4x/year for internal meetings. Remote-friendly with equipment provided and a Monday–Friday schedule.
Required Qualifications
- 2 years of financial services experience
- Adept with technology and 3rd party software
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Organization skills & attention to detail
- Ability to learn and implement new technology quickly
- Ability to communicate well and work in a collaborative environment
- Ability to travel to San Jose 1-4x/year for quarterly/annual internal strategy meetings
Desired Qualifications
- 2 years of financial services experience
- Strong technology proficiency
- Ability to prioritize tasks
- Ability to work independently
- Travel to San Jose 1-4x/year
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