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Bloomwood Capital Advisors · 1 day ago

Client Service Associate

United States

Part-time

Remote

Entry Level

$40/hr - $40/hr

1+ years exp

Bloomwood Capital Advisors is a fee-only financial planning firm seeking a part-time Client Service Associate to provide exceptional customer service. The role involves supporting advisors and clients, handling paperwork, and transferring client assets while ensuring compliance with firm regulations.

Financial Services

Hiring Manager

Billy Amberg

Responsibilities

Prepare and execute client transfers, paperwork, and solutions to client issues including but not limited to: New account paperwork, account transfers, money movement, beneficiary designation, trust account paperwork, and related research and correspondence with Interactive Brokers to see a task/project through to completion correctly and smoothly for clients

Coordinate with lead and associate advisors for client follow up tasks

Adhere to our firm’s compliance manual and other rules and regulations as required by our firm and regulatory authorities

Knowledge of financial planning software systems and client relationship management software (CRM) are a plus

Qualification

Interactive Brokers platformWealthbox CRMRight CapitalCharles SchwabGoogle SheetsOrganizedIndependent workerWillingness to learnDetail orientedTime managementEffective communicationCritical thinkingTeam player

Required

Less than one year of experience serving clients (account opening, money movement, paperwork/eSign, account administration) on the Interactive Brokers custodial platform for a wealth management firm or financial planning firm

Four Year Bachelor's degree

Experience supporting an advisor/team on the Interactive Brokers custodial platform

Proficiency with common applications such as Office suite and Google suite