Client Service Associate

Windward Recruiting

Client Service Associate assisting clients in a financial planning firm remotely. Responsibilities include client communication, data management, and administrative tasks.

Posted 6/17/2026full-timeRemote • California • 🇺🇸 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 Advisors with client meeting prep and follow-up tasks
Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative tasks
Become primary point person for Schwab
Maintain and update client data in our CRM - Advyzon
Initiate, manage, and optimize workflows in Advyzon
Data input into our financial planning software - RightCapital
Scheduling client meetings via phone and email

Requirements

What you’ll need

2 years of financial services experience
Adept and skilled with technology and 3rd party software. We are a paperless office
Ability to prioritize tasks, problem-solve, and meet deadlines
Organization skills & attention to detail
Ability to anticipate client and advisor needs
Ability to work independently while prioritizing projects and managing your time – we do not micromanage
Ability to learn and implement new technology and software quickly
Ability to communicate well and work in a collaborative environment
Ability to follow office processes and policies related to office operations & client privacy
Experience with CRM Software / Database
Experience is a plus but not required: Schwab, Advyzon, Google workspace, Calendly, RightCapital, Holistiplan.
Ability to travel to San Jose 1-4x/year for quarterly/annual internal strategy meetings

Benefits

Comp & perks

Salary range of $65K-80K, commensurate with relevant experience
Bonus based on firm and personal performance
Profit sharing program
Great Work/Life Balance with a Monday-Friday Schedule
Medical insurance - $1050/month stipend
Dental and Vision insurance
401(k) with a 4% match
Generous PTO Policy & Paid Holidays – 25 PTO days in the first year
$100/month WFH reimbursement
Dependent Care FSA
Group term life and long-term disability insurance
Professional, Fun, Motivating Atmosphere
Permanently remote position
Room for growth to a management level position

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial services experiencedata inputworkflow managementclient meeting preparationaccount opening processingmoney movement processingadministrative tasksproblem-solvingtask prioritizationattention to detail

Soft Skills

timelinessaccuracyorganizationindependencecollaborationcommunicationanticipation of needstime managementability to learn quicklyfollowing processes