Senior Client Service Associate (Remote)

Senior Client Service Associate | Konvergent Wealth Partners | Worldwide

Role Overview

At Konvergent, we help our clients successfully and confidently navigate life’s most important transitions. With over 50 years of industry experience, we drive results through a commitment to bringing exceptional value to our clients and executing on that promise.

We are on the lookout for more than just a candidate to fill a position; we seek a visionary eager person to embrace leadership and growth opportunities within our company. Our core values are the essence of our identity and guide our actions and decisions daily. We believe in supporting each other to live by these values consistently:

Integrity – Your word is your bond.

Client Service – We strive to not only meet but exceed expectations.

Teamwork – Every team member is essential, and mutual support is our strength.

Responsibility & Accountability – Embracing full responsibility, always.

Development & Growth – Continuous personal and professional growth is fundamental.

The right person for this role will share these values and possess an unwavering commitment to excellence, always seeking to surpass the ordinary. While we can equip you with the necessary skills for success, what we truly desire is your innate drive for improvement and an endless curiosity to learn.

Duties and Responsibilities: As a Client Service Manager, your main task will be to offer unparalleled client service, facilitate smooth communication, move money, and assist clients with the management of their company retirement plans, insurance applications and alternative investments. Your duties will range from responding to client and advisor inquiries regarding account management to preparing paperwork for new accounts and maintaining existing ones. Furthermore, you will be responsible for updating client information in our CRM and other systems.

Requirements:

• A keen eye for detail, strong problem-solving capabilities, and a commitment to accuracy
• Comfortable as THE connection point for our top clients, able to provide personalized, high-touch experiences
• 5+ years in a professional office environment, either in-person or remote
• Demonstrated ability to guide others through a process by setting expectations, providing clear explanations of next steps, and appropriately following up to ensure deadlines are met
• Proven ability to deliver client projects on time and with excellence
• Ability to comprehend and fill out financial documentation on behalf of clients
• Basic understanding of regulatory requirements for qualified accounts such as IRAs, Roths and 401ks
• Demonstrated ability to collaborate with internal and external stakeholders (within a team, with clients, with client representatives, etc.)
• Knowledge or background in the financial or legal industries, including wealth management, financial advising, banking, accounting, etc.
• Experience with CRM systems, such as Salesforce
• Experience leveraging task management tools to meet project deadlines
• Proficiency in Microsoft Office Suite, including Excel, Word, and Outlook
• Excellent verbal and written communication
• Ability to thrive in a rapidly scaling organization
• Ability to work independently
• Dedicated to consistently learning and growing, both personally and professionally

Preferred:

• Experience managing or owning client processes from start to finish
• Experience with office management tools, including Asana, Salesforce, Slack
• Experience developing professional partnerships and building rapport with clients and/or client representatives, investment partners, etc.

If you resonate with our values and are looking for a role where you can make a significant impact and grow, we would love to hear from you. Together, let’s set new standards of excellence and innovation.

Job Type: Full-time

Pay: $70,000.00 – $80,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday
• Weekends as needed

Application Question(s):

• What are your values and how do they align with ours?
• How do you develop professional partnerships and build rapport with clients

Experience:

• financial or legal industries: 1 year (Required)
• professional office enviroment: 5 years (Required)

Work Location: Remote

Tagged as: remote, remote job, virtual, Virtual Job, virtual position, Work at Home, work from home