The Strategic Implementer
Natural Bridges Financial Advisors ( ) is seeking a Client Service Associate for our fee-only financial planning firm in Santa Cruz, CA. We believe that success is a life experience, not just a number on a bank statement, and we think financial planning should reflect those values. We strive to have our clients live the best life they can with the money they have. Learn more about our financial planning philosophy at . This position is full time and PERMANENTLY REMOTE.
Salary and Benefits
Salary will be $65,000 – $75,000 based on experience
Healthcare stipend
401(k) with matching contributions
Bonus (up to 10% of salary)
Permanently remote
Duties and Responsibilities include:
Gather, review, process and input client data, including tax preparation software
Prepare client meeting agendas, notes, and documents needed for client meetings
Assist in the maintenance of the firm’s CRM and workflow software- Redtail and Hubly
Process meeting notes, update contact management database, and assign and execute follow-up tasks
Process funds requests, account applications, account transfers and any other client/account related tasks needed
Handle client issues and requests
Trading and rebalancing (after a detailed training period)
Tax info and document collection during tax seasons
Answer the phone and check voicemail daily
Assist in the maintenance of the firm document management system – ShareFile
Provide administrative support to the firms Advisors
Coordinate client meeting scheduling, including in-person and video meetings
Assist where needed – we are a small team, and we all wear multiple hats
Position Requirements:
5 years of experience in financial services
Windows and Microsoft Office skills and ability to master new software
Interest in geeking out on excel spreadsheets and calculating bond interest a plus
Excellent administrative writing and verbal communication skills
Tech-savvy individual who is able to navigate cloud-based software and support clients using Mac or PC devices
Ability to work independently as well as within a team and prioritize tasks appropriately
Ability to manage your own time
High attention to detail
Excellent client service and relationship management skills
The Process
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form. If you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.
The Strategic Implementer
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