Part-time Client Services Associate (Remote, California-based)

Job description

Modern Wealth Collective® - Part-time Operations Associate (Remote, California-based)

About the job:

Join a fast-growing financial advising and planning firm and provide support to Lead Wealth Advisor who started the practice 16 years ago. Help with running day-to-day administrative operations while enhancing the client service level and experience.

Ideal candidate for this position has desire to grow within operations for the long-term.

Your Day-to-Day Responsibilities:

· Act as liaison between Lead Advisor and clients while following FINRA guidelines as a registered operations associate.

· Aid Lead Advisor in entering trades instructed by clients or Advisor.

· Aid Lead Advisor in preparing client illustrations, graphs, charts, reports, etc. for appointments with clients.

· Prepare and complete client paperwork via Docusign and follow up tasks to support Lead Advisor.

· Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs.

· Set client financial review meetings based on client service level agreement and prepare follow up meetings based on needs.

· Maintain Lead Advisor’s calendar, our client servicing platform, RedTail CRM, eMoney, current and future tasks and follow up processes.

· Maintain Compliance guidelines, client communication notes in RedTail while following standards in a timely manner.

· Work with Lead Advisor through weekly meetings to help maintain Advisors Business Plan process, tasks, and client communication expectations and follow up processes.

Job Requirements:

· Must reside in California

· High School diploma or equivalent

· Some college education

· 3 years required minimum of experience in Financial Services

· Strong oral and written communication skills

· Strong people skills; enjoys constant interaction with clients

· Strong organizational skills and superb attention to detail

· Ability to work independently and as a member of a team, balance multiple responsibilities simultaneously, and demonstrate exceptional time and calendar management skills

· Ability to meet deadlines

· Proficient with technology and the ability to learn (Microsoft Office including Word, Excel and PowerPoint)

· High degree of confidentiality

· Must pass criminal and credit background checks

Preferred Skills & Experience:

• Series 6 & 63/65 or 7 & 66 preferred
• Redtail CRM Experience preferred
• You are willing to fully adopt and champion the Modern Wealth Collective® brand internally and externally
• You understand the value of building long-term relationships
• You have a passion for helping people reach their financial goals
• You are able to provide constructive feedback: we continue to enhance our platform and rely on our team’s feedback for improvement
• You constantly push the upper bound and are innovative in how you think about solving problems

Compensation and Benefits:

• Pay $25-27/hour determined by the experience, knowledge, skills, and abilities of the applicant to start, with opportunity for growth
• Opportunity for quarterly bonuses (at firm's discretion)
• 100% remote
• Monthly fixed dollar internet stipend
• Retirement plan contributions when eligible
• PTO for most major bank holidays in addition to once a quarter paid Wellness Day

About Modern Wealth Collective®:

Modern Wealth Collective® was launched in 2018 by Mahalene Dulay after realizing how important representation and advocacy in the money space was needed. Our mission is to make, build and protect wealth for women of color, the LGBTQ+ community and allies through curated holistic financial plans aimed to achieve financial independence and success, while staying authentic to their most important financial goals.

The reality is that the financial industry was not originally built to meet the needs of diverse communities -- our firm is here to change that narrative. We strive to achieve this through three core pillars: wealth, impact and purpose.

Equal Opportunity Employer

Modern Wealth Collective® consciously built an equitable and inclusive culture where everyone is welcome to bring their authentic selves to work.

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job Type: Part-time

Pay: From $25.00 per hour

Expected hours: 30 per week

Benefits:

• Paid time off
• Retirement plan

Schedule:

• Monday to Friday

Experience:

• Financial services: 3 years (Required)

Location:

• California (Required)

Work Location: Remote