Client Service Associate
About The Position
Alta Wealth Partners is a growing wealth management firm located in White Plains, NY. We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. 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 success, this may be a good fit for you! Find out more about us at altawealthpartners.com. This position will be permanently remote. We will provide 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 open to candidates in New York, Connecticut, New Jersey, and Pennsylvania.
Requirements
- 5 years of financial services experience and prior remote working experience
- Ability to contribute to creating a “Wow” Experience for our clients
- Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Excel, Chat, Etc.)
- BA degree required
- 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 related to office operations & client privacy
Nice To Haves
- Client service experience strongly preferred
- Experience with our software is not required, but it is a plus: RedTail, Mac OSX, Sharepoint, MS office, Teams, Copilot, eMoney, Zocks, Scribe, My90, Black Diamond, MyRepChat, RingCentral
Responsibilities
- Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight
- Assist Advisors with client meeting prep and follow-up tasks
- Attend client meetings with advisors virtually
- Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative and operational tasks
- Assist in the preparation of investment-related Requests for Proposals and insurance illustrations.
- Help identify areas for improvement in processes
Benefits
- Salary range 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1-10 employees
