Client Service and Operations Associate
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Job Description
Client Service and Operations Associate supporting Confidence Wealth Management’s integrated investment, tax, and estate-planning services. Managing client paperwork, onboarding, underwriting, Salesforce data, and operational workflows.
Responsibilities:
- Prepare and process investment and insurance paperwork with precision
- Open and update accounts with Schwab, including separately managed accounts
- Review and manage insurance applications, conversions, policy changes, and ongoing service
- Coordinate underwriting end-to-end, including scheduling medical exams, monitoring status, and pushing for resolution
- Collect and verify documentation for new account onboarding
- Serve as point of contact for client inquiries on investment and insurance products
- Own workflows from information gathering through execution, follow-up, and completion
- Proactively communicate with clients and team about outstanding items and next steps
- Document and update contact information, statuses, and key details in Salesforce
- Support advisor retention and conservation efforts on existing relationships
- Contribute to operational projects and cross-functional initiatives as the firm grows
Requirements:
- Three or more years of experience in financial services, client service, or operations in a professional services environment
- Strong Microsoft Office competency, especially Excel
- Salesforce experience strongly preferred
- Demonstrated ability to manage multi-step workflows from start to finish
- Strong written and verbal communication
- High attention to detail
- BA/BS preferred in Business, Marketing, Communications, Finance, or related field
- Series 65 preferred; if not currently licensed, must be achieved within six months of hire
- Familiarity with Salesforce, Schwab custodian platform, DocuSign, Microsoft Office, Excel, Outlook, Zoom, insurance carrier platforms, underwriting portals, document management systems, and workflow systems
Benefits:
- Paid time off
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- Bonus
- Long-term incentive plans after one-year tenure
- Performance plans after one-year tenure
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