[Hiring] Client Service Associate @RIA Recruiting

Role Description

Alta Wealth Partners is seeking a PERMANENTLY REMOTE Client Service Associate to join our team. This position will be permanently remote, and candidates must have a workspace to work comfortably full-time. This position is only open to candidates in New York, Connecticut, New Jersey, and Pennsylvania.

• Respond to client requests with timeliness and accuracy, aiming to handle most requests without advisor oversight.
• Assist Advisors with client meeting preparation and follow-up tasks.
• Attend client meetings with advisors virtually.
• Process account opening applications, transfer paperwork, money movements, and other various industry-specific administrative and operational tasks.
• Assist in the preparation of investment-related Requests for Proposals and insurance illustrations.
• Contribute to identifying areas for improvement in processes.

Qualifications

• 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 clients.
• Adept with technology, third-party software, and Microsoft Office products (Word, Excel, Chat, etc.).
• Experience with software such as RedTail, Mac OSX, Sharepoint, MS Office, Teams, Copilot, eMoney, Zocks, Scribe, My90, Black Diamond, MyRepChat, RingCentral is a plus.
• BA degree required.

Requirements

• Ability to prioritize tasks, problem-solve, and meet deadlines.
• Strong organization skills and attention to detail.
• Ability to anticipate client and advisor needs.
• Ability to work independently while prioritizing projects and managing time.
• Ability to learn and implement new technology and software quickly.
• Strong communication skills and ability to work in a collaborative environment.
• Ability to follow office processes and policies related to office operations and client privacy.

Benefits

• 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.

The Process

Qualified candidates will start the process with a 15-30 minute Zoom interview conducted by our recruiting consultant. If you advance, you will complete a Career History Form, and if selected, you will be invited to an interview with the team. Qualified candidates will also be asked to take assessments.

We are an Equal Opportunity Employer.