We take care of our advisors, so they can take care of their clients.
Client Service Associate
Location
Montana + 4 moreAll locations: Montana, Nevada, North Carolina, South Carolina, Wyoming
Posted
2 days ago
Salary
$23 - $39 / hour
Job Description
Job Requirements
- 3+ years of experience in a client service role within a financial services or wealth management environment supporting advisors and clients
- 3+ years of hands‑on operational and administrative experience directly supporting licensed financial advisors (e.g., onboarding, paperwork, account servicing, scheduling, meeting prep)
- Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
- Strong attention to detail and organizational skills
- Effective oral and written communication; able to explain complex information clearly and simply
- Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
- Time management skills with the ability to handle multiple projects and deadlines
- Possess strong analytical and problem-solving skills
- Self-motivated, driven and takes initiative
- Experience with the Microsoft program suite (Outlook, Word, Excel)
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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