Client Service Operations Associate

Bergland Wealth Management is an independent financial advisory firm in Ridgeland, MS. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. This position will assist in providing excellent service to our clients and executing back-office operations. Find out more about the firm at berglandwealth.com.

This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is open to candidates in Eastern and Central time zones.

Compensation & Benefits:

• Salary range of $65K-80K, commensurate with relevant experience
• Profit sharing program
• Great Work/Life Balance with a Monday-Friday Schedule
• BCBS Group Major Medical
• 401(k) with employer match
• This position will have a variety of tasks – no two days will be exactly the same
• Professional and Kind Atmosphere
• While we want this position to grow with responsibilities, there is no expectation that this role will become an advisor
• Permanently remote position

Responsibilities include:

• 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:

• 5 years of financial services experience and prior remote working experience
• Adept and skilled with technology, 3^rd 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

Skills:

• Ability to prioritize tasks, problem-solve, and meet deadlines
• Organization skills & attention to detail
• Ability to anticipate client and advisor needs
• Ability to think critically and take initiative
• 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

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the firm. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.