Clark Asset Management

Client Service Associate

Clark Asset Management

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $60,000 - $70,000 per year

Job Level

JuniorMid-Level

About the role

  • Provide exceptional service to high-net-worth clients and support advisors
  • Schwab Account Operations – Account Opening, Transfers, Move Money, Account Maintenance & Settings
  • Client Lifecycle – Welcome new clients, set them up in systems, and remove them if relationship is terminated
  • Call clients to confirm money movements and other requests
  • Organize client files and folders (Box)
  • Input client data into spreadsheets and planning software (MoneyGuide Pro)
  • Update client data in CRM (Wealthbox) and maintain accurate client records
  • Onboard new clients as the firm grows

Requirements

  • Bachelor's degree and 3-5+ years as a Client Service Associate OR High school diploma/GED and 10+ years as a Client Service Associate
  • 1+ years working with Schwab Advisor Center (or comparable custodian)
  • Experience maintaining client information in a CRM
  • Very clear communicator (verbal and written)
  • Very strong client orientation with exceptional attention to detail
  • Well organized and respectful of client service standards (deadlines)
  • Willing to learn and comfortable saying "I don’t know" or "I need help"
  • Consistently demonstrate core values (Service, Curiosity, Transparency, Humility, & Tenacity)
  • Must reside in the United States
  • Available to work 9AM to 5PM ET
  • Nice to have: Experience in an RIA (preferably fee-only & growth oriented)
  • Nice to have: Familiarity with Schwab
  • Nice to have: Familiarity with wealth service CRMs (Wealthbox, Redtail, etc.)
  • Nice to have: Track record of effective remote work
  • Nice to have: Track record of thriving in a small company "start-up" culture