Client Service Operations Associate

RIA Recruiting•Walnut Creek, CA

6d•Remote

About The Position

Pathwise Wealth Partners is a wealth management firm located in the Bay Area and San Diego. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. If you’d like to join wealth management team that is dedicated to its clients and be part of a small firm that is founded on generosity and giving back, this may be a good fit for you! Find out more about us at pathwise.co . 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 Pacific and Mountain time zones.

Requirements

3 years of financial services experience and prior remote working experience.
Client service experience strongly preferred.
Warm communication style and comfortable reaching out to clients over email and phone
Ability to prioritize tasks, problem-solve, and meet deadlines
Organization skills & attention to detail
Ability to work independently while prioritizing projects and managing your time
Tech savvy with 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

Experience with Wealthbox, Schwab, Altruist, eMoney, Orion, PreciseFP, Nitrogen is a plus.

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
New client onboarding including account setup, data collection, and account transfers
Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative and operational tasks
Own the annual client service workflows including beneficiary audit, plan update info gathering, tax doc gathering
Private equity administration including subscription agreements, wire requests, and distributing statements
Help identify areas for improvement in processes.