Customer Service Associate (Finance)
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Posted 1 hour ago • 18 applicants • Be one of the first to apply!
Customer Service Associate (Finance)
Our Client - Financial Services company
- Remote
$31,200 - $36,400/year
Exact compensation may vary based on skills, experience, and location.
20 hrs/wk
Permanent (w2)
Remote work yes (100%)
Travel not required
Start date
April 15, 2026
Superpower
Finance
Capabilities
Compliance
Financial Planning & Analysis
Private client wealth
Preferred skills
Detail Oriented
Independent Thinking
Customer Service
Financial Planning
DocuSign (Software)
Communication
Preferred industry experience
Financial Services
Experience level
5 - 8 years of experience
Job description
Core Responsibilities
- Client Communication
- Manage custodian alerts from Schwab
- Manage client paperwork flow between clients and custodian
- Run Client Reports for Advisor meetings
Qualifications/Skills
- Ideal person is a self starter with a sense of urgency to complete tasks with attention to details and communicate with clients in a timely manner
- Experience with Schwab‘s Advisor workstation is a big plus
- Proficiency with Docusign
- Preferences to candidates with previous financial planning software (Advyzon, Emoney)
Company Benefits/Perks
- Flexible schedule / work from home
All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have U.S. residency at the time of application.
If you are a person with a disability needing assistance with the application, or at any point in the hiring process, please contact us at support@themomproject.com.
Screening Questions
- Why does a part time position in financial services appeal to you?