Client Service Operations Associate

Windward Recruiting

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.

Posted 5/16/2026full-timeRemote • Mississippi • 🇺🇸 United StatesJuniorMid-Level💰 $65,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Profit sharing program
Great Work/Life Balance with a Monday-Friday Schedule
BCBS Group Major Medical
401(k) with employer match

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial services experienceaccount opening applicationstransfer paperworkmoney movementsadministrative tasksclient FP assumptions template

Soft Skills

timelinessaccuracyteamworkinput for process improvement