Data and Client Services Coordinator

Posted 5 days ago

We are a boutique financial planning firm dedicated to delivering personalized, values-driven financial guidance to our clients. Our close-knit team is passionate about helping clients navigate life's financial decisions with confidence and clarity.

While we operate independently, we are proud to be affiliated with a well established national financial services firm. This partnership provides us access to cutting-edge tools, research, and support, allowing us to offer personalized services of a small firm with the resources of a larger organization

We value collaboration, integrity, and a people-first approach, both in how we serve our clients and how we support out team.

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This is a part or full time position. Seeking 100% remote for US based candidates only. We are looking for applicants in the US due to time zone alignment and local compliance requirements. We are a small financial services company based in the West Coast. Looking for detail oriented data management specialist. We work as a team to help clients and this position would require good team work with financial advisors and other teamembers in helping with data management and client service work. Skills include accurate data entry and management of client information. Professional communication with clients both written and verbal with use of phone and some video if needed. Seeking customer service oriented individual with excellent multi-tasking and time management skills.