Financial Planning Client Service Associate

Overview

This full-time position supports both operations and client service functions within a small, collaborative financial planning team. The role offers flexibility to work remotely with optional access to a local office. The focus is on becoming an in-house client service expert while assisting with financial planning and operational tasks.

Responsibilities

• Assist the Financial Planning Specialist with data entry related to client financial plans, including cash flow, employee benefits, equity compensation, estate, insurance, investment, and tax planning.
• Support the Director of Operations in ensuring timely and accurate delivery of client service tasks across multiple platforms and custodians.
• Perform additional duties as required within the team.

Requirements

• 1-3 years of experience in financial services with customer service responsibilities preferred.
• Self-motivated and proactive work approach.
• Strong interpersonal communication skills adaptable to various formats (in-person, chat, email, phone, remote meetings, text).
• High proficiency with technology.
• Ability to maintain discretion and confidentiality.
• Flexibility to manage changing priorities while meeting deadlines.

Preferred Qualifications

Familiarity with any of the following tools is a plus, though training will be provided:

• Adobe Acrobat
• Betterment Advisor Solutions
• Canopy
• Charles Schwab Advisor Center
• DocuSign
• Estate Guru
• Fidelity Wealthscape
• Google Workspace
• Holisitplan
• Income Lab
• Intuit ProConnect
• OnceHub
• Orion
• QuickBooks Online
• ProConnect Tax Online
• RightCapital
• RingCentral
• Salesforce
• Social Security Timing
• Zapier
• Zoom

Compensation & Benefits

• Annual salary range: $55,000 – $65,000 plus quarterly bonuses up to 20%.
• 401(k) plan with 100% match up to 5%.
• Health, dental, and vision insurance with 100% premiums covered for employees and 33% for spouse/domestic partner and dependents.
• Health Savings Account (HSA) contributions available through payroll deduction.
• Short- and long-term disability insurance.
• Life insurance.
• Paid holidays and paid time off.
• Employee ownership program with ownership grant on day one.
• MacBook Pro and AirPods Pro provided.
• $500 allowance for home office setup.
• Professional certification and education reimbursement up to 100% with prior approval.
• Annual team retreat for team building and strategic planning.
• Opportunity to attend up to two industry conferences annually with expenses paid, subject to approval.

Location

Remote work with optional access to a local office.

Applications are currently being accepted. Please submit a cover letter and resume to be considered for this position.