Client Service Associate
BetterWealth is a growing financial planning firm in San Jose, CA and we are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at betterwealth.us
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 open to candidates in Pacific and Mountain time zones.
Compensation & Benefits:
Salary range of $65K-80K, commensurate with relevant experience
Bonus
based on firm and personal performance
Profit sharing program
Great Work/Life Balance with a Monday-Friday Schedule
Medical insurance - $1050/month stipend
Dental and Vision insurance
401(k) with a 4% match
Generous PTO Policy & Paid Holidays – 25 PTO days in the first year
$100/month WFH reimbursement
Dependent Care FSA
Group term life and long-term disability insurance
Professional, Fun, Motivating Atmosphere
Permanently remote position
Room for growth to a management level position
Responsibilities include:
Respond to client requests with timeliness and accuracy in mind
Assist Advisors with client meeting prep and follow-up tasks
Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
Become primary point person for Schwab
Maintain and update client data in our CRM - Advyzon
Initiate, manage, and optimize workflows in Advyzon
Data input into our financial planning software - RightCapital
Scheduling client meetings via phone and email
We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help improve this position to make it better over time!
Requirements:
2 years of financial services experience
Adept and skilled with technology and 3rd party software. We are a paperless office
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 – we do not micromanage
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
Experience with CRM Software / Database Experience is a plus but not required: Schwab, Advyzon, Google workspace, Calendly, RightCapital, Holistiplan.
Ability to travel to San Jose 1-4x/year for quarterly/annual internal strategy meetings
The Process:
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.
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 open to candidates in Pacific and Mountain time zones.
Compensation & Benefits:
Salary range of $65K-80K, commensurate with relevant experience
Bonus
based on firm and personal performance
Profit sharing program
Great Work/Life Balance with a Monday-Friday Schedule
Medical insurance - $1050/month stipend
Dental and Vision insurance
401(k) with a 4% match
Generous PTO Policy & Paid Holidays – 25 PTO days in the first year
$100/month WFH reimbursement
Dependent Care FSA
Group term life and long-term disability insurance
Professional, Fun, Motivating Atmosphere
Permanently remote position
Room for growth to a management level position
Responsibilities include:
Respond to client requests with timeliness and accuracy in mind
Assist Advisors with client meeting prep and follow-up tasks
Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
Become primary point person for Schwab
Maintain and update client data in our CRM - Advyzon
Initiate, manage, and optimize workflows in Advyzon
Data input into our financial planning software - RightCapital
Scheduling client meetings via phone and email
We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help improve this position to make it better over time!
Requirements:
2 years of financial services experience
Adept and skilled with technology and 3rd party software. We are a paperless office
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 – we do not micromanage
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
Experience with CRM Software / Database Experience is a plus but not required: Schwab, Advyzon, Google workspace, Calendly, RightCapital, Holistiplan.
Ability to travel to San Jose 1-4x/year for quarterly/annual internal strategy meetings
The Process:
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.