Client Service Associate

OverviewApply for this Client Service Associate (full-time, fully remote) position if you:Share our core values of Service, Curiosity, Transparency, Humility, & TenacityWant to be part of a special team changing an industryLove what you do and want to continue doing that with us for many years to comeClark Asset Management is the leading flat fee wealth management firm specializing in retirement income planning for high-net-worth individuals. Our mission is to help our clients achieve the feeling of relaxed confidence in their financial lives, while transforming the financial advice industry into a helping profession.We are seeking an experienced Client Service Associate to provide exceptional service to our high-net-worth client base and support our advisors.RESPONSIBILITIESSchwab Account Operations – Account Opening, Transfers, Move Money, Account Maintenance & Settings. As a fast-growing RIA, we are continually onboarding new clients.Client Lifecycle – Welcome new clients to CAM, get them set up in our systems, and remove them from our systems if the relationship is terminated. Call clients to confirm money movements and other requests.Client Data & Documents – Organize client files and folders (Box), input client data into spreadsheets and planning software (MoneyGuide Pro), update client data in our CRM (Wealthbox), etc.“MUST HAVE” QUALIFICATIONSExperienceBachelor’s degree and 3-5+ years as a Client Service Associate, ORHigh school diploma or equivalent (GED) and 10+ years as a Client Service Associate (in lieu of a degree)1+ years working with Schwab Advisor Center (or comparable custodian)Experience maintaining client information in a CRMCommunication and CultureVery clear communicator (verbal and written)Very strong client orientation with exceptional attention to detailWell organized and respectful of client service standards (deadlines)Willing to learn and comfortable saying “I don’t know” or “I need help”Consistently demonstrate our core values (Service, Curiosity, Transparency, Humility, & Tenacity)AvailabilityMust reside in the United StatesAvailable to work 9AM to 5PM ET“NICE TO HAVE” QUALIFICATIONSExperience in an RIA (preferably fee-only & growth oriented)Familiarity with SchwabFamiliarity with wealth service CRMs (Wealthbox, Redtail, etc.)Track record of effective remote workTrack record of thriving in a small company "start-up" cultureCOMPENSATION PACKAGEFull-time W2Salary Range: $60,000 - $70,000 (commensurate with skills & experience)Target Bonus: 5% of base salary401-K Match (4%)Health, Dental, & VisionLong-Term Disability, HSA, Dependent Care FSAProfessional development stipendUnlimited PTO #J-18808-Ljbffr

Created: 2025-09-17