Client Service Operations Associate
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Job Description
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.
Responsibilities:
- Respond to client requests with timeliness and accuracy in mind
- Assist Advisor with client meeting prep and follow-up tasks
- Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
- Monitor Custodian alerts and money movements
- Calendar Management for Financial Advisor including client appointments
- Review info and documents received from clients, save docs, and enter info into our client FP assumptions template
- We are a small firm that is always striving to improve our processes and we want your input to help this position better and better over time!
Requirements:
- 5 years of financial services experience and prior remote working experience
- Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
- Ability to work well with one advisor in a tight knit team
Benefits:
- Profit sharing program
- Great Work/Life Balance with a Monday-Friday Schedule
- BCBS Group Major Medical
- 401(k) with employer match
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