Client Service Associate - Permanently Remote - RIA Recruiting

Natural Bridges Financial Advisors (naturalbridgesfa.com) is seeking a Client Service Associate for our fee-only financial planning firm in Santa Cruz, CA. We believe that success is a life experience, not just a number on a bank statement, and we think financial planning should reflect those values. We strive to have our clients live the best life they can with the money they have. Learn more about our financial planning philosophy at this link. This position is full time and PERMANENTLY REMOTE.

Salary and Benefits

• Salary will be $65,000 - $75,000 based on experience
• Healthcare stipend
• 401(k) with matching contributions
• Bonus (up to 10% of salary)
• Permanently remote

Duties and Responsibilities include:

• Gather, review, process and input client data, including tax preparation software
• Prepare client meeting agendas, notes, and documents needed for client meetings
• Assist in the maintenance of the firm's CRM and workflow software– Redtail and Hubly
• Process meeting notes, update contact management database, and assign and execute follow-up tasks
• Process funds requests, account applications, account transfers and any other client/account related tasks needed
• Handle client issues and requests
• Trading and rebalancing (after a detailed training period)
• Tax info and document collection during tax seasons
• Answer the phone and check voicemail daily
• Assist in the maintenance of the firm document management system - ShareFile
• Provide administrative support to the firms Advisors
• Coordinate client meeting scheduling, including in-person and video meetings
• Assist where needed – we are a small team, and we all wear multiple hats

Position Requirements:

• 5 years of experience in financial services
• Windows and Microsoft Office skills and ability to master new software
• Interest in geeking out on excel spreadsheets and calculating bond interest a plus
• Excellent administrative writing and verbal communication skills
• Tech-savvy individual who is able to navigate cloud-based software and support clients using Mac or PC devices
• Ability to work independently as well as within a team and prioritize tasks appropriately
• Ability to manage your own time
• High attention to detail
• Excellent client service and relationship management skills

The Process

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form.  If you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.