To support a growing wealth management firm, the full-time Client Service Operations Associate will manage client requests, assist advisors with meeting preparations, and oversee new client onboarding in a permanently remote role. Key responsibilities: Respond to client requests with timeliness and accuracy, handling most inquiries without advisor oversight Assist advisors with client meeting preparations and follow-up tasks Manage new client onboarding processes, including account setup and data collection Required qualifications: 3 years of financial services experience, with a preference for client service experience Prior remote working experience Warm communication style, comfortable reaching out to clients via email and phone Ability to prioritize tasks and meet deadlines effectively Tech-savvy with a quick learning ability for new technologies and software