Simply Paraplanner · 20 hours ago
Financial Planning Client Service Associate
United States
Full-time
Remote
New Grad, Entry Level
$50K/yr - $50K/yr
0+ years expSimply Paraplanner is a fast-growing fee-only financial planning firm helping families across the U.S. since 2014. They are seeking a Client Service Associate who is highly organized and detail-focused to provide administrative and client service support in a remote environment.
Professional ServicesRecruitingStaffing Agency
Responsibilities
Provide administrative and client service support
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 platforms
Ensuring data is up to date and accurate for advisors before meetings or Financial Plan Creation/Updates
New account establishment and investment paperwork
Handle client service requests with care and attention to detail
Prepare and Process Client Contracts
Serve as a point of contact for custodial (Schwab) items
Ensure accurate and complete processing of transactions
Support move money requests and Roth conversions
Answer incoming calls and provide exceptional client support
Participate in special projects and take on new responsibilities as skills grow
Qualification
Required
Bachelor's degree required
0–4 years of experience in a client service or administrative role
Comfortable with technology (Google Docs/Sheets, Slack, custodian tools)
Strong communication skills—both written and verbal
Exceptionally organized, detail-oriented, and process driven
Self-motivated and dependable in a remote environment
Eager to learn, take initiative, and contribute to the team's success
Preferred
Experience with eMoney, Schwab Advisor Center, Salesforce, and Google Suite
Benefits
Health
Dental
401(k) with company match
Long-term disability
Generous vacation and PTO policy
Mentorship
Annual CE and technology stipends
Flexible schedule and home office setup
Company
Simply Paraplanner
Simply Paraplanner is a staffing and recruiting service company.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Alex Hopkin, AFC®, CFP®
Founder
Company data provided by crunchbase