*Client Service Associate - (HR31690G)

Job Title: Client Service Associate
Location: Remote (EST Time Zone)
Salary Range: up to 3000 USD

Work Schedule: Full-time, Monday - Friday, 9:00 AM to 6:30 PM (EST). Flexibility is required to support clients across time zones and provide high-touch service beyond standard hours.

NOTE: INDEPENDENT CONTRACTOR POSITION

Company Overview:

Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from vibrant regions like Latin America, the Philippines, India, Pakistan, Bangladesh, and Africa with leading American companies. Sagan provides a high-performance remote work environment, ensuring access to world-class opportunities for top-tier professionals.

About the Company:

Sagan represents a boutique multi-family office supporting a portfolio of ultra-high-net-worth families across North America. The team delivers a full suite of services including investment operations, financial management, lifestyle coordination, and philanthropic administration. They operate with discretion, precision, and a strong commitment to confidentiality and operational excellence.

Position Overview:

The Client Service Associate will play a key role in supporting client-facing operations, internal administrative workflows, and document management. Reporting to the Director of Client Services, this role will ensure timely execution of day-to-day client tasks, accurate data processing across platforms, and high-standard service in a fast-paced, high-touch environment.

Key Responsibilities:

• Support client onboarding by maintaining accurate records across CRM, wealth management, and file systems.
• Execute daily administrative requests and broader internal projects.
• Assist with client vendor coordination and select bill pay support.
• Manage and process sensitive client forms and documentation.
• Organize and reconcile client data across platforms (e.g., Dropbox, CRM, wealth visualization tools).
• Ensure accuracy, consistency, and regulatory compliance across all data touchpoints.
• Collaborate with internal stakeholders and respond proactively to task updates.
• Maintain a high level of confidentiality and professionalism in all client interactions.
• Participate in professional development through workshops and internal resources.

Qualifications:

• 3+ years in client service, administrative, or analyst roles, ideally within financial services.
• Experience with CRM systems (e.g., Wealthbox), file storage (e.g., Dropbox), and task tools (e.g., Monday.com); others like Masttro or Arch are a plus.
• Comfortable managing sensitive data in regulated environments (e.g., GDPR, SEC).
• Detail-oriented, proactive, and able to meet deadlines in a fast-paced setting.
• Strong communication and interpersonal skills.
• A bachelor's degree in Business, Operations, Accounting, or a related field is preferred.

Nice-to-Haves:

• Prior experience supporting UHNW clients or family office environments.
• Familiarity with investment or financial document workflows.
• Strong organizational systems mindset and multitool fluency.

Resume Submission Guidelines:

💡To help us review your application efficiently, please submit your resume in text-based PDF format only.

🔸Avoid uploading scanned documents, image files (JPG/PNG), or Word documents (DOC/DOCX) format to prevent your application from being overlooked.

📍Important: For timely processing, both your resume and introductory video must be submitted in English.