Client Service and Operations Associate

Confidence Wealth Managment

1d•$70,000 - $70,000•Onsite

About The Position

This role is designed to protect and elevate the client experience by owning the operational backbone of the firm. This includes ensuring accurate paperwork, clean data, timely follow-through, and seamless coordination, thereby allowing advisors to focus on providing advice and ensuring clients feel completely taken care of at every step. The firm emphasizes a high-performance environment with direct, fast, results-first, and team-first principles, free from politics and grievance culture. The work is legacy-weighted, dealing with clients' accumulated wealth and decisions that outlive them. The internal culture is built on seven explicit values that act as filters for potential hires. The ideal candidate will thrive in a direct feedback environment, adapt quickly, focus on finished tasks, maintain a clean and professional workplace, and resolve issues collaboratively.

Requirements

Three or more years of experience in financial services, client service, or operations in a professional services environment.
Strong Microsoft Office competency, especially Excel.
Salesforce experience strongly preferred.
Demonstrated ability to manage multi-step workflows from start to finish.
Strong written and verbal communication.
High attention to detail.
Must be able to achieve Series 65 license within six months of hire, with potential for additional licenses over time.

Nice To Haves

BA/BS preferred in Business, Marketing, Communications, Finance, or related field.
Series 65 preferred.

Responsibilities

Prepare and process investment and insurance paperwork with precision.
Open and update accounts with Schwab (custodian), including separately managed accounts.
Review and manage insurance applications: new business, conversions, policy changes, ongoing service.
Coordinate underwriting end-to-end: schedule medical exams, monitor status, push for resolution.
Collect and verify documentation for new account onboarding.
Serve as point of contact for client inquiries on investment and insurance products.
Own workflows start-to-finish: information gathering, execution, follow-up, completion.
Proactively communicate with clients and team on outstanding items and next steps.
Document and update contact info, statuses, and key details in Salesforce.
Support advisor retention and conservation efforts on existing relationships.
Contribute to operational projects and cross-functional initiatives as the firm grows.