Client Service and Operations Associate
Confidence Wealth Management is a boutique, independent fiduciary firm specializing in integrating investment, tax, and estate planning into a coordinated strategy. The firm serves clients who bring decades of accumulated wealth and long-term legacy decisions. It operates with a culture centered on direct communication, teamwork, and results, aiming to protect the trust clients place in the firm by maintaining a clean, politics-free workplace.
About the role
The Client Service and Operations Associate is responsible for managing the operational foundation of the firm to ensure a seamless client experience. This role handles accurate documentation, data management, and process coordination, enabling advisors to focus on client advice while clients receive timely and attentive service throughout their interactions with the firm.
Responsibilities
- Prepare and process investment and insurance paperwork accurately
- Open and update client accounts with the custodian platform
- Manage insurance applications, including new business and policy changes
- Coordinate underwriting processes from scheduling to resolution
- Collect and verify documentation for new account onboarding
- Act as point of contact for client inquiries regarding investment and insurance products
- Manage workflows from information gathering to completion
- Communicate proactively with clients and team on outstanding items and next steps
- Maintain accurate and current data in the CRM system
- Support advisor retention and servicing of existing client relationships
- Participate in operational projects and cross-functional initiatives
Requirements
- Proficient in Salesforce CRM with data integrity management
- Experience with the Schwab custodian platform and DocuSign
- Strong skills in Microsoft Office, especially Excel
- Effective use of Outlook and Zoom for communication
- Familiarity with insurance carrier platforms and underwriting portals
- Ability to manage document and workflow systems