Client Service Associate

Clark Asset Management, LLC•Boston, MA

38d•$65,000 - $75,000•Remote

About The Position

Clark Asset Management is the leading flat fee wealth management firm specializing in retirement income planning for high-net-worth individuals. Our mission is to help our clients achieve the feeling of relaxed confidence in their financial lives, while transforming the financial advice industry into a helping profession. We are seeking an experienced Client Service Associate to provide exceptional service to our high-net-worth client base and support our advisors.

Requirements

Bachelor’s degree and 3-5+ years as a Client Service Associate, OR
High school diploma or equivalent (GED) and 10+ years as a Client Service Associate (in lieu of a degree)
1+ years working with Schwab Advisor Center (or comparable custodian)
Experience maintaining client information in a CRM
Very clear communicator (verbal and written)
Very strong client orientation with exceptional attention to detail
Well organized and respectful of client service standards (deadlines)
Willing to learn and comfortable saying “I don’t know” or “I need help”
Consistently demonstrate our core values (Service, Curiosity, Transparency, Humility, & Tenacity)
Must reside in the United States
Available to work 9AM to 5PM ET

Nice To Haves

Experience in an RIA (preferably fee-only & growth oriented)
Extensive Schwab experience
Familiarity with wealth service CRMs (Wealthbox, Redtail, etc.)
Experience with workflows and process documentation
Track record of effective remote work in a fast-paced, growing firm
Track record of thriving in a small company "start-up" culture

Responsibilities

Schwab Account Operations – Provide ongoing client service support including Account Opening, Transfers, Move Money, Account Maintenance, and other account update requests.
Client Onboarding & Support – As a fast-growing RIA, we are continually onboarding new clients. In this role you will welcome new clients to CAM, get them set up in our systems, and assist with account opening and transfers.
Client Data & Documents – Organize client files and folders (Box), assist with client review preparation and follow-up templates, update client data in spreadsheets, planning software (MoneyGuide Pro), and our CRM (Wealthbox), etc.
Meeting Preparation & Follow-Up – Work closely with our Lead Planners to assist in the preparation of meeting templates and agendas, and ensuring all action items from meetings are handled in a timely manner.