Executive Client Service Associate - Remote Opportunity
Job Highlights:
Location: Fully Remote
Compensation: Competitive Salary ($66,560 - $88,200 per year) and Bonus/Long-term Incentive Units
Position: Executive Client Service Associate
Start Date: Immediate Openings Available
Company: Workwarp
We are seeking a highly skilled and experienced Executive Client Service Associate to provide exceptional support to our Executive Wealth Advisors and clients. As a key member of our team, you will play a vital role in driving business growth, delivering outstanding client service, and contributing to the achievement of our corporate financial and sales goals.
Job Summary:
The Executive Client Service Associate will provide comprehensive office, operational, sales, and service support to Executive Wealth Advisors and/or support multiple Wealth Advisors with accumulated AUM totaling $100 million or more. This role involves identifying and servicing client financial needs, cross-selling financial products/services, and performing a wide range of duties that require exercising judgment, analysis, and problem-solving skills.
Primary Responsibilities:
Assist Executive Wealth Advisors throughout the sales cycle
Address all member and member clients' servicing needs
Perform paperwork and processing tasks
Assist with new account processing, data entry, and financial transactions
Exercise sound judgment during client interactions to determine needs and direct opportunities
Maintain and update contact management systems and ensure distribution of routine client letters
Assist with sales tracking, marketing efforts, and event coordination
Initiate outbound phone calls/emails to set up client appointments and receive/route incoming calls
Interact with various departments to facilitate daily business operations and resolve servicing issues
Develop and apply knowledge of the securities and insurance industries to better serve clients
Provide assistance with meeting and event coordination, compliance, and regulatory audits
Required Qualifications:
Bachelor's Degree
Minimum 3 years of relevant Financial Services experience
FINRA Series 7, 63, and 65 or 66 licenses
State Insurance License
Proficiency in Microsoft Office Suite and Adobe Software
Professionalism, solution-oriented, flexibility, and independence
Strong organizational, time-management, and technical leadership skills
Ability to work on multiple projects, detail-oriented, goal-oriented, and deadline-driven
Passion for learning, teamwork, and critical thinking skills
Preferred Qualifications:
LPL Branch Net experience
CRM software knowledge (e.g., GoldMine, SalesForce, Redtail)
Symitar and Synapsys experience (Credit Union specific)
If you are a motivated and experienced professional looking for a challenging and rewarding role, please apply now. We offer a competitive salary, bonus/long-term incentive units, and a comprehensive benefits package.
Apply Now
Your Future Starts Here
Don't miss out on this exciting opportunity. We look forward to hearing from you.
Apply Now
Location: Fully Remote
Compensation: Competitive Salary ($66,560 - $88,200 per year) and Bonus/Long-term Incentive Units
Position: Executive Client Service Associate
Start Date: Immediate Openings Available
Company: Workwarp
We are seeking a highly skilled and experienced Executive Client Service Associate to provide exceptional support to our Executive Wealth Advisors and clients. As a key member of our team, you will play a vital role in driving business growth, delivering outstanding client service, and contributing to the achievement of our corporate financial and sales goals.
Job Summary:
The Executive Client Service Associate will provide comprehensive office, operational, sales, and service support to Executive Wealth Advisors and/or support multiple Wealth Advisors with accumulated AUM totaling $100 million or more. This role involves identifying and servicing client financial needs, cross-selling financial products/services, and performing a wide range of duties that require exercising judgment, analysis, and problem-solving skills.
Primary Responsibilities:
Assist Executive Wealth Advisors throughout the sales cycle
Address all member and member clients' servicing needs
Perform paperwork and processing tasks
Assist with new account processing, data entry, and financial transactions
Exercise sound judgment during client interactions to determine needs and direct opportunities
Maintain and update contact management systems and ensure distribution of routine client letters
Assist with sales tracking, marketing efforts, and event coordination
Initiate outbound phone calls/emails to set up client appointments and receive/route incoming calls
Interact with various departments to facilitate daily business operations and resolve servicing issues
Develop and apply knowledge of the securities and insurance industries to better serve clients
Provide assistance with meeting and event coordination, compliance, and regulatory audits
Required Qualifications:
Bachelor's Degree
Minimum 3 years of relevant Financial Services experience
FINRA Series 7, 63, and 65 or 66 licenses
State Insurance License
Proficiency in Microsoft Office Suite and Adobe Software
Professionalism, solution-oriented, flexibility, and independence
Strong organizational, time-management, and technical leadership skills
Ability to work on multiple projects, detail-oriented, goal-oriented, and deadline-driven
Passion for learning, teamwork, and critical thinking skills
Preferred Qualifications:
LPL Branch Net experience
CRM software knowledge (e.g., GoldMine, SalesForce, Redtail)
Symitar and Synapsys experience (Credit Union specific)
If you are a motivated and experienced professional looking for a challenging and rewarding role, please apply now. We offer a competitive salary, bonus/long-term incentive units, and a comprehensive benefits package.
Apply Now
Your Future Starts Here
Don't miss out on this exciting opportunity. We look forward to hearing from you.
Apply Now