Client Service Associate
Leading Financial Advisory Firm, New York, NY, United States
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.
Compensation:
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
Responsibilities include:
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.
We are a team that is always striving to improve our processes, and we ask our entire team to help identify areas for improvement.
Requirements:
5 years of financial services experience and prior remote working experience. Client service experience strongly preferred.
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.) - We are a tech-forward firm
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
BA degree required.
Skills :
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
The Process:
Qualified candidates will start the process with a 15-30 minute Zoom interview conducted by our recruiting consultant. If you advance in the process, you will be required to complete a Career History Form, and if you are selected to move forward, you will be invited to an interview with the team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.
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.
Compensation:
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
Responsibilities include:
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.
We are a team that is always striving to improve our processes, and we ask our entire team to help identify areas for improvement.
Requirements:
5 years of financial services experience and prior remote working experience. Client service experience strongly preferred.
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.) - We are a tech-forward firm
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
BA degree required.
Skills :
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
The Process:
Qualified candidates will start the process with a 15-30 minute Zoom interview conducted by our recruiting consultant. If you advance in the process, you will be required to complete a Career History Form, and if you are selected to move forward, you will be invited to an interview with the team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.