Clark Asset Management, LLC
Overview
Apply for this
Client Service Associate
(full-time, fully remote) position if you: Share our core values of Service, Curiosity, Transparency, Humility, & Tenacity
Want to be part of a special team changing an industry
Love what you do and want to continue doing that with us for many years to come
Clark 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. RESPONSIBILITIES
Schwab 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” QUALIFICATIONS
Experience Bachelor’s degree and 3-5+ years as a Client Service Associate, OR
High 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 CRM
Communication and Culture Very clear communicator (verbal and written)
Very strong client orientation with exceptional attention to detail
Well 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)
Availability Must reside in the United States
Available to work 9AM to 5PM ET
“NICE TO HAVE” QUALIFICATIONS
Experience in an RIA (preferably fee-only & growth oriented)
Familiarity with Schwab
Familiarity with wealth service CRMs (Wealthbox, Redtail, etc.)
Track record of effective remote work
Track record of thriving in a small company "start-up" culture
COMPENSATION PACKAGE
Full-time W2
Salary Range: $60,000 - $70,000 (commensurate with skills & experience)
Target Bonus: 5% of base salary
401-K Match (4%)
Health, Dental, & Vision
Long-Term Disability, HSA, Dependent Care FSA
Professional development stipend
Unlimited PTO
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Apply for this
Client Service Associate
(full-time, fully remote) position if you: Share our core values of Service, Curiosity, Transparency, Humility, & Tenacity
Want to be part of a special team changing an industry
Love what you do and want to continue doing that with us for many years to come
Clark 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. RESPONSIBILITIES
Schwab 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” QUALIFICATIONS
Experience Bachelor’s degree and 3-5+ years as a Client Service Associate, OR
High 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 CRM
Communication and Culture Very clear communicator (verbal and written)
Very strong client orientation with exceptional attention to detail
Well 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)
Availability Must reside in the United States
Available to work 9AM to 5PM ET
“NICE TO HAVE” QUALIFICATIONS
Experience in an RIA (preferably fee-only & growth oriented)
Familiarity with Schwab
Familiarity with wealth service CRMs (Wealthbox, Redtail, etc.)
Track record of effective remote work
Track record of thriving in a small company "start-up" culture
COMPENSATION PACKAGE
Full-time W2
Salary Range: $60,000 - $70,000 (commensurate with skills & experience)
Target Bonus: 5% of base salary
401-K Match (4%)
Health, Dental, & Vision
Long-Term Disability, HSA, Dependent Care FSA
Professional development stipend
Unlimited PTO
#J-18808-Ljbffr