Hiring Client Service Associate at Wrenne Financial Planning, Cambridge

This is an excellent opportunity for someone who is looking to be an essential part of a team and gain valuable experience in a collaborative and flexible environment. Other benefits and opportunities related to this position include:Growth in a career that offers autonomy to excel in accordance with your strengths and skills, while affording freedom and flexibility of work-life balanceJoin an already successful team and have the opportunity to bring new and innovative ideas and thoughts to the tableParticipate in foundational areas of client serviceWe have developed a career path for those who really enjoy the back office work and want to be in the financial planning industry, but dont desire to be an advisor. As the business grows and you demonstrate aptitude, you may have an opportunity to adjust your position within Wrenne Financial Planning, eventually expanding your responsibilities & compensationResponsibilities:Assisting with onboarding new clients and inputting data into various tools (eMoney, Salesforce, Google Suite, Schwab Advisor Center, etc.)Maintaining, on an ongoing basis, good clean data across platformsEnsuring data is up to date and accurate for advisors before meetings or Financial Plan Creation/UpdatesNew account establishment and investment paperwork processingGeneral administrative support and client serviceFielding client service requests/questions with a focus on providing a high quality of client servicePreparing and processing client contractsAs you develop your skills, additional responsibilities may be assigned to youQualifications:General tech stack proficiency (G-Docs/Sheets, Slack, Custodian Tools) with developing focus on one specific operational specialtyBachelors Degree0-4 years in Client Services RoleExpresses high level of importance on the client experienceExcited to take on new challenges and adapt to changeSuperior written and oral communication skillsDisplays initiative and has the ability to take on tasks for the success of the teamStructured and self-driven to meet deadlines in a home office environmentExtremely focused, very high attention to detail, and exceptional organizational skillsBonus points for eMoney, Schwab Advisor Center, Salesforce, and Google Suite experienceCompensation & Perks:This will be a full-time salaried position$50,000/yr with room for growth based on performanceBenefits (Health, Dental, 401k Matching, Long Term Disability)Generous vacation days and PTOValuable mentorship and learning opportunitiesRemote position with schedule flexibilityAnnual technology and Continuing Education stipendsInterested candidates are asked to submit a resume and cover letter (REQUIRED) sharing any applicable personal history and why this might be a good position for you (send to [email protected]). 
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Customer Service / Call Center

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