Remote Jobs at Windward Recruiting
Find your next remote opportunity · 4 Open Positions
Client Service Onboarding Specialist
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.
Client Service Operations Associate
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.
Associate Financial Advisor – CFP
Associate Advisor supporting financial advisors in financial planning and investment at Modern Wealth Management. Handling operational tasks and ensuring seamless client service in a remote setting.
Associate Advisor – Relationship Manager
Permanently Remote Associate Advisor supporting financial advisors in client relationship management and operational execution. Handling client onboarding, financial plan development, and ensuring seamless client service.
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