Financial Planning Client Operations Associate jobs in United States
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Simply Paraplanner · 10 hours ago

Financial Planning Client Operations Associate

positionUnited States
timeFull-time
remoteRemote
seniorityNew Grad, Entry Level
money$28/hr - $35/hr

Simply Paraplanner is a boutique, women-led wealth management firm that focuses on providing clarity and confidence in financial planning for independent women. The role of Financial Planning Client Operations Associate involves supporting clients through the onboarding process and ensuring a seamless client experience by managing operational details and follow-ups.

Professional ServicesRecruitingStaffing Agency

Responsibilities

Follow up with prospects after introductory or discovery meetings
Coordinate scheduling and next steps with clients and prospects
Communicate with clients via email regarding paperwork, document requests, and onboarding logistics
Walk clients through basic portal navigation, document uploads, and system access (no advice-giving)
Coordinate client onboarding and account setup, including Schwab paperwork and follow-ups
Track forms, signatures, and outstanding items to ensure timely completion
Liaise with Charles Schwab service teams and other vendors as needed
Maintain organized records and workflows for client accounts
Update client information and upload documents in financial planning software
Assist with data entry and preparation for client meetings
Track open tasks and proactively flag issues or delays to the advisor

Qualification

Client service experienceFinancial planning softwareCommunication skillsAttention to detailProfessionalismMulti-taskingWillingness to learn

Required

Strong written and verbal communication skills
High attention to detail and follow-through
Comfort interacting professionally with clients via email and Zoom
Ability to manage multiple tasks and deadlines in a small, fast-moving environment
Willingness to learn new systems and follow established workflows

Preferred

Experience in client service, operations, or professional services (finance, legal, accounting, or similar)
Familiarity with custodial platforms (Schwab) or financial planning software (RightCapital)
Prior experience supporting a small business or solo professional

Company

Simply Paraplanner

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Simply Paraplanner is a staffing and recruiting service company.
location
Remote, Oregon, USA
people-size2-10 employees
web-link
https://simplyparaplanner.com

Funding

Current Stage
Early Stage

Leadership Team

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Alex Hopkin, AFC®, CFP®
Founder
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Company data provided by crunchbase