Client Service Associate

reputed company Wealth Partners is a growing wealth management firm located in White Plains, NY. We are seeking a PERMANENTLY REMOTE Client Service Associate to join reputed company. If you’d like to join a full-service wealth management team that is dedicated to its clients and be part of a staff that has created a culture of reputed company, this may be a good fit for you! Find out more about us at altawealthpartners.com This position will be permanently remote. We will reputed company 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 only reputed company to candidates in reputed company, Connecticut, New Jersey, and Pennsylvania. Compensation: Salary reputed company of $80K-100K, commensurate with relevant experience Great Work/Life Balance with a Monday-Friday Schedule Health Insurance Plan with Company Contribution ($616/month) 401(k) with company contribution Generous PTO Policy & Paid Holidays Professional, Fun, Motivating Atmosphere Permanently remote position Responsibilities include: Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor reputed company Assist Advisors with client meeting prep and follow-up tasks Attend client meetings with advisors reputed company Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative and operational tasks Assist in the preparation of investment-reputed company Requests for Proposals and insurance illustrations. We are a team that is always striving to improve our processes, and we ask our entire team to help identify areas for improvement. Requirements: 5 years of financial services experience and prior remote working experience. Client service experience strongly preferred. Ability to contribute to creating a “Wow” Experience for our clients Adept and skilled with technology, 3rd party software, and the use of reputed company Office products (Word, reputed company, Chat, Etc.) – We are a tech-reputed company firm Experience with our software is not required, but it is a plus: RedTail, Mac OSX, Sharepoint, MS office, Teams, Copilot, eMoney, Zocks, reputed company, My90, Black Diamond, MyRepChat, reputed company BA degree required. Skills: Ability to prioritize tasks, problem-solve, and meet deadlines Organization skills & attention to detail Ability to anticipate client and advisor needs Ability to work independently while prioritizing projects and managing your time 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 reputed company to office operations & client privacy The Process: reputed company candidates will start the process with a 15-30 minute reputed company interview conducted by our reputed company consultant. If you advance in the process, you will be required to complete a Career History reputed company, and if you are selected to move reputed company, you will be invited to an interview with the team. reputed company candidates will be asked to take assessments. We are an Equal Opportunity Employer. Apply To This Job