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Remote Jobs at Windward Recruiting

Find your next remote opportunity · 2 Open Positions

Windward Recruiting logo

Windward Recruiting

Moving you forward

RecruitmentFinanceB2B
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Executive search firm with expertise in; Tax, Wealth Management, RIA, Family Office, Investments, and Trust.

We specialize in client-centric search to best serve the needs of our partners nationally.

Questions, please call 414-909-8505 or visit www.windwardrecruiting.com

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65d

Client Service Onboarding Specialist

Windward Recruiting

Client Service Onboarding Specialist managing client onboarding processes at Oakwell Private Wealth Management. Handling client requests and maintaining client data in CRM with a focus on efficiency and accuracy.

View job details
🇺🇸 United States
Full-time
$65,000 - $80,000 per year
Mid Level
Senior
📁 Client Services
65d
Windward Recruiting logo
65d

Client Service Operations Associate

Windward Recruiting

Client Service Operations Associate at Bergland Wealth Management assisting with client requests and back-office operations. Work primarily remote but serving clients in Eastern and Central time zones.

View job details
🇺🇸 United States
Full-time
$65,000 - $80,000 per year
Junior
Mid Level
📁 Client Services
65d

No more jobs available.