Client Service and Operations Associate

Confidence Wealth Managment

1d•$70,000 - $70,000

About The Position

This firm is not for everyone. By my estimate, about one in five people can actually work the way we work — direct, fast, results-first, team-first, clean, politics-free, and without the grievance culture that quietly drains most offices. Our clients trust us with the results of their life's effort — businesses they built, wealth they accumulated, decisions that will outlive them. Our internal culture exists to protect that trust. The directness protects it. The team orientation protects it. The focus on results protects it. The clean environment, the politics-free workplace, the refusal to let problems sit unresolved — all of it protects it. Confidence Wealth Management is a boutique, independent, fiduciary firm that integrates investment, tax, and estate planning into a single coordinated plan. The work is legacy-weighted: clients bring us decades of accumulated wealth and decisions that outlive them. The internal culture runs on seven explicit values, and every one of them is also a filter. The Client Service and Operations Associate role is to protect and elevate the client experience by owning the operational backbone of the firm — accurate paperwork, clean data, timely follow-through, and seamless coordination — so advisors can focus on advice and clients feel taken care of at every step.

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 — not optional in this role
BA/BS preferred in Business, Marketing, Communications, Finance, or related field
Series 65 preferred. If not currently licensed, must be achieved within six months of hire. Additional licenses may be required over time.

Nice To Haves

Direct feedback wounds you. If being told plainly that something is wrong feels like an attack, the daily rhythm here will exhaust you.
You need to be softened, prepared, or coddled before hearing hard truths.
You prefer deliberation for its own sake. Slowness as a proxy for "being thorough" reads to us as "not done yet."
Your default status update is a description of what you're working on rather than what you finished.
You say "I've been busy" instead of delivering, or "I'm still working on it" instead of either asking for help or shipping.
You keep score of who got credit, who didn't, and what you're owed.
Profanity, crude humor, or sexualized or off-color jokes are part of how you relax or bond with coworkers. This is not the place.
You like to bring your politics to work, openly or by implication.
You process frustration by talking about people instead of to them.
You enjoy identifying problems more than resolving them. Water-cooler critique has no home here.

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