Wrenne Financial Planning is seeking a detail-oriented Client Service Specialist to support the team remotely in foundational client service operations. You will assist with onboarding, data entry across eMoney, Schwab Advisor Center, Salesforce, and Google Workspace, and maintain accurate client records to enable timely financial planning.
Ideal candidates are highly organized, communicative, and comfortable in a remote setting with 0–4 years of experience, ready to learn and grow with
#J-18808-LjbffrRemote Client Service Associate Growth & Onboarding in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.