Offer summary

Qualifications:

2+ years of experience in financial services or a strong passion for the industry., Experience interacting with clients, preferably in a financial services setting like an RIA or insurance company., Familiarity with account management, especially with Schwab, is preferred., Ability to communicate effectively and professionally, primarily through email and text..

Key responsabilities:

Serve as a guide and communicator for 50 to 150 clients, facilitating their interactions with company specialists.

Coordinate tasks related to client accounts and ensure smooth communication.

Become an expert on client situations to provide tailored support and enhance their experience.

Collaborate with a team of client service associates and back office support to maintain operational efficiency.

Job description

This is a great opportunity for anyone with experience interacting with clients at a financial services company like an RIA (registered investment advisor) or insurance company. This role is fully remote, working with a fully remote company. Applicants with experience managing accounts at Schwab will have preference. No licensing required.

Hippocratic Financial is a 12-year old company that helps physicians in the USA to build financial security by offering a variety of integrated financial services designed for physicians. Our services include financial advising, financial planning, asset management, insurance, accounting, legal and student loan management. We are a well-run company using modern processes and software tailed to our needs.

In this role you can explore a variety of responsibilities related to serving clients from correspondence to the coordination of tasks related to our custodian.

In this role, you act as a guide, communicator and organizer for 50 to 150 members (clients) as they interact with the specialists in our company (advisors, planners, lawyers, accountants). You become the expert on your members situation and the company so you can help them efficiently get the most of their experience with the company. You must be able to interact with a relaxed professionalism that engenders a feeling of confidence in our members. Almost all communication is done via email or text message.

Our members need and want our help. They are mostly doctors who are devoted to their work and hard to get ahold of. We do not tolerate members who are disrespectful.

In this position, you will join our existing team of five client service associates and their back office support team who work together to keep the company working smoothly. We use one custodian: Schwab. We are newly SEC registered. We design and build our own software on Microsoft Dynamics. We offer 401k after one year of employment. No health insurance is offered at this time.

If you have experience in any of these roles, please consider applying: client service representative, client relationship manager, client support representative, client experience associate, paraplanner. If you are currently pursuing a license, the company will try to support you.

Requirement

2+ Years of experience working with financial services or a passion for financial services
Be available most weekdays for a video conference between 7 and 8am Pacific Time
Demonstrate the habits needed to thrive in a remote role

Required profile