Client Service Associate

<p>Alta Wealth Partners is a growing wealth management firm located in White Plains, NY. We are seeking a <strong>PERMANENTLY REMOTE</strong> Client Service Associate to join our team. If you’d like to join a full-service wealth management team that is dedicated to its clients and be part of a staff that has created a culture of success, this may be a good fit for you! Find out more about us at <a href="https://www.altawealthpartners.com/">altawealthpartners.com</a></p> <p>This position will be <strong>permanently remote</strong>. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is only open to candidates in New York, Connecticut, New Jersey, and Pennsylvania.</p> <p><strong>Compensation:</strong></p> <ul> <li>Salary range of $80K-100K, commensurate with relevant experience</li> <li>Great Work/Life Balance with a Monday-Friday Schedule</li> <li>Health Insurance Plan with Company Contribution ($616/month)</li> <li>401(k) with company contribution</li> <li>Generous PTO Policy & Paid Holidays</li> <li>Professional, Fun, Motivating Atmosphere</li> <li>Permanently remote position</li> </ul> <p><strong>Responsibilities include:</strong></p> <ul> <li>Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight</li> <li>Assist Advisors with client meeting prep and follow-up tasks</li> <li>Attend client meetings with advisors virtually</li> <li>Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative and operational tasks</li> <li>Assist in the preparation of investment-related Requests for Proposals and insurance illustrations.</li> <li>We are a team that is always striving to improve our processes, and we ask our entire team to help identify areas for improvement. </li> <li><strong>Requirements:</strong></li> </ul> <ul> <li>5 years of financial services experience and prior remote working experience. Client service experience strongly preferred.</li> <li>Ability to contribute to creating a “Wow” Experience for our clients</li> <li>Adept and skilled with technology, 3^rd party software, and the use of Microsoft Office products (Word, Excel, Chat, Etc.) – We are a tech-forward firm</li> <li>Experience with our software is not required, but it is a plus: RedTail, Mac OSX, Sharepoint, MS office, Teams, Copilot, eMoney, Zocks, Scribe, My90, Black Diamond, MyRepChat, RingCentral</li> <li>BA degree required.</li> </ul> <p><strong>Skills</strong>:</p> <ul> <li>Ability to prioritize tasks, problem-solve, and meet deadlines</li> <li>Organization skills & attention to detail</li> <li>Ability to anticipate client and advisor needs</li> <li>Ability to work independently while prioritizing projects and managing your time</li> <li>Ability to learn and implement new technology and software quickly</li> <li>Ability to communicate well and work in a collaborative environment</li> <li>Ability to follow office processes and policies related to office operations & client privacy</li> </ul> <p><strong>The Process:</strong></p> <p>Qualified candidates will start the process with a 15-30 minute Zoom interview conducted by our recruiting consultant. If you advance in the process, you will be required to complete a Career History Form, and if you are selected to move forward, you will be invited to an interview with the team. Qualified candidates will be asked to take assessments.</p> <p>We are an Equal Opportunity Employer.</p>