Senior Client Service Associate
$90,000–$110,000 year
Remote · United States
Job Summary
Senior Client Service Associate responsible for managing client inbox and daily tasks, coordinating with advisors and clients to complete new account paperwork, servicing existing clients (including retirement distributions and changes to investments), maintaining accurate client records in the CRM (Redtail), monitoring workflows, answering calls, and delivering superior client service. The role emphasizes turning client interactions into a smooth, confident experience, leveraging technology to reduce advisor workload, and supporting meaningful growth with expanded responsibilities over time.
Required Qualifications
- Bachelor’s degree highly preferred, or equivalent work experience
- 5+ years experience required; ideally in an RIA environment supporting one or more financial advisors
- Knowledge of industry-specific software and systems required; familiarity with Redtail, Schwab, Fidelity, Hubly, Calendly, and Asana is a plus
- Tech-savvy and highly proficient in Microsoft Office suite (Excel, Word, and PowerPoint); strong ability to learn and apply new software systems quickly
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