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    Client Service Associate - Bethesda, United States - RIA Recruiting

    RIA Recruiting
    RIA Recruiting Bethesda, United States

    3 weeks ago

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    Description

    Divergent Planning is a fee-only wealth management in Bethesda, MD. We have been steadily growing our practice for 21 years by focusing on excellent client experience as a small ensemble. We are seeking a full-time PERMANENTLY REMOTE Client Service Associate to join our team. We have a strong culture, competitive salary, and an upbeat workplace that make our firm an outstanding employer of choice. Find out more about the firm at

    Salary and Benefits

    • The salary range will be $55K-65K, based on experience and credentials
    • Participation in our Incentive Bonus plan
    • 15 days PTO
    • $500 monthly employer contribution toward Health insurance, as well as 100% employer paid vision and dental
    • Personal and Professional Development budget of $1500/year
    • Strong firm culture based on improvement and growth
    Responsibilities
    • Sit in client meetings and take notes
    • Draft follow up client meeting notes
    • Client data maintenance and upkeep, contact clients to reconnect data links, daily download, etc
    • Maintain client eMoney connections and data and troubleshoot with clients as needed
    • Track and follow up on client action items after client meetings
    • Update and send yearly tax letters to clients, track responses and documents requested, then update our tax software Holistiplan accordingly
    • Process client service tasks that clients request and as they come in through our CRM workflows
    • Help with Forms on DocuSign
    • Other duties and projects as assigned
    Requirements
    • 2 years of experience in financial services, preferably in an RIA
    • Strong interpersonal skills, with the ability to work well with others remotely
    • Ability to work well with a team and independently
    • Excellent verbal and written communication skills
    • Organized and detail oriented
    • Good problem solving and time management skills
    • Ability to prioritize and manage projects as well as individually assigned tasks
    • NOT required, but definitely a plus - experience with Schwab, eMoney, macOS
    Divergent Planning's Core Values
    • Be Different
    • Be Transparent
    • Enjoy Change
    • Continue to Learn and Grow
    • Be Open-Minded
    • Improve the Lives of the People Around Us
    • Have Fun
    • Give Back
    The Process

    Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments in the process.

    We are an Equal Opportunity Employer
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