We’re Hiring: Client Services Associate (remote, part time)
Seeking an experienced and highly organized Executive assistant to support financial advisors with all aspects of client service and execute on operational needs in a timely manner.
Description
You are the ultimate people person. A wiz in fast-paced environments. A master of precision when it comes to executing every fine detail.
Who We Are and Why You Care
At Strategy Squad, we are dedicated to delivering unparalleled financial services to our clients. Our powerhouse team of rock stars is on a mission to create a one-of-a-kind financial advisory firm. Our passion lies in helping clients achieve financial well-being, live abundantly, invest responsibly, and make a positive impact with their wealth. We’re all about crafting lives we love, creating change in a world we want to see, and building a workplace that excites us every day.
What You Will Be Doing
We’re looking to hire an experienced Client Service Manager whose primary role is to provide exceptional service — to make every client feel like they are our only client. You will serve as a resource for multiple advisers, manage all aspects of client service and execute on operational needs in a timely manner. You will fearlessly serve as the voice of the firm, working independently and taking initiative to resolve client issues with tact and grace under pressure. If you thrive on establishing and following processes, but can problem solve and flex to get things done, this is the role for you.
What Makes You Qualified?
- At least two years of experience in an executive assistant or client-services role, preferably within the financial-services industry;
- An upbeat and hospitable attitude, advanced communication skills and a desire to make each client (and coworker) feel welcome and important;
- Unswerving attention to detail and commitment to producing superior work;
- Self-directed time management, multitasking capabilities, and outstanding organizational skills to prioritize client projects while managing ad hoc requests;
- Tech savvy and proficiency with Windows, Word, Excel, and Google Docs;
- Familiarity with industry-related computer programs and back-office systems; and
- A college degree or equivalent work experience.
What We Offer
Great people deserve top benefits. We offer a comprehensive package designed to support our team, including medical, 401(k) match and paid time off.
Why Us?
Strategy Squad is not your typical financial-services firm. We’re dedicated to cultivating a culture of mutual support and personal growth, partnering exclusively with kind clients who share our progressive values. As long as your tasks are getting done, your work hours can be flexible and vacation days relatively frequent. If you’re looking for a long-term, part-time role (with potential to grow into a full time position), 100% remote job with a negotiable compensation and bonus package, industry-leading vacation policy and a flexible schedule, we’d love to hear from you.
For more information about us, visit strategysquad.com. Equal Opportunity Employer. A comprehensive background check will be conducted on applicants for this position. Strategy Squad has an at-will employment policy.
Interested in Applying?
Submit your résumé and cover letter through Gusto. All other attempts to reach our office will be ignored.
Salary
$50,000 – $60,000 per year
