Client Service Associate

Simplicity Wealth Management is seeking a part-time virtual Client Service Associate (CSA) for our fee-only financial planning firm located in Glen Allen, VA. As a CSA your main role will be to provide exceptional customer service. Your responsibilities will focus on the following areas: supporting Christine, owner and financial planner, and clients as well as account opening transfer of client assets. You will be working with Google Workplace and various financial programs including but not limited to Wealthbox CRM, Right Capital, and TD Ameritrade’s VEO.

This role will start at 7-10 hours /week. I work weekdays, from 9am - 5pm EST, and would like to communicate with you within those hours. I am looking to grow my company in terms of revenue and services that I offer, so there is an opportunity to increase both hours and rate with me if you are able to help with many of the tasks listed below, or find other ways to help me with efficiency.

Company: Simplicity Wealth Management, LLC

Contact: Christine Centeno

Email: christine@simplicitywm.com (No calls or drop-ins please.)

Role: Part-time virtual Client Service associate (1099)

Hours: Part-time 7-10 hours per week

Location: Virtual

Compensation: $25-35/hour depending on experience

Background check, including a credit check, will be required.

Qualities Needed

  • Detail oriented
  • Good time management skills
  • Communicates effectively and politely via Zoom, email and by phone
  • Utilize critical thinking skills
  • Strong prioritization skills
  • Organized
  • Independent worker
  • Team Player with “no job is beneath me” attitude
  • Sincere willingness to constantly learn and grow

Responsibilities

  • Onboarding new clients
  • Handling general client service items and communications
  • Account opening and assisting clients with other account service items such as online access or linking accounts.
  • Pre- Meeting: Gather and organize client data for meeting preparation
  • Post Meeting: Coordinate with Christine for client follow up tasks
  • CRM management and reporting
  • Improving Operations and workflows
  • Client billing
  • Reviewing client files for required compliance items and adhering to the firm’s compliance manual and other rules and regulations as required by our firm and regulatory authorities
  • Knowledge of financial planning software systems and client relationship management software (CRM) are a plus.

Education and Experience Requirements

  • Four Year Bachelor’s degree preferred, but not required.
  • Proficiency with Google Workplace Suite and Zoom.
  • Reliable internet access

You should apply if you:

  • Would like the flexibility of working from home 7-10 hours per week, with the possibility of additional hours.
  • Enjoy helping clients
  • Enjoy learning and are professional but still enjoy a good laugh
  • Want a career in finance and enjoy the subject matter.
  • Enjoy what we do, and who we work with.

You should pass if you:

  • Have to be closely managed
  • Are not excited by financial planning or the fee-only advisory firm.
  • Afraid of change – we are constantly evolving through new technology or new processes.
  • Do not want to do work that may seem “beneath you”.
  • We are a small firm – we need help from time to time with what may seem like mundane tasks.
  • What you can expect when applying:
  • A response indicating our interest in proceeding or not.
  • A telephone interview if we proceed.
  • A Zoom or in-person interview (depending on your location) if the phone interview goes well.
  • Background and credit checks
  • Formal written employment offer is then given to the final candidate.

Technology used by the firm (experience is a plus)

  • TD Veo One
  • Wealthbox
  • Google Workplace
  • Calendly
  • Kwanti
  • Precise FP
  • Right Capital
  • Snappy Kraken

To Apply: Please send a cover letter and resume to christine@simplicitywm.com.

No phone calls or drop ins please!