Client Service Associate

Full-time Position - Client Service Associate

• $60,000 Exempt Base Salary

• 100% Remote

• Excellent opportunity to work with a wonderful group of clients & coworkers

Role Description: Responsibilities include completing Schwab forms, ensuring that Schwab processes forms and instructions correctly, managing Schwab alerts, administering client data gathering and maintenance and responding to administrative client queries.

About Archvest Wealth Advisors, Inc.: Founded in 2014, Archvest is an independent fee-only registered investment advisory firm. We are managing $320M in client assets across 350 households. The principals, Eric, John, and Jill have been in the financial planning industry for over 30 years. We seek to help individuals, families and small businesses plan and achieve their financial goals. To accomplish this, we spend our time getting to know our clients and their values. We work very closely with our clients, as a trusted advisor through a variety of planning needs, including but not limited to estate matters, insurance and tax planning and investment management. We strive to impact the lives of our clients as well as our local community and are dedicated to helping others. We believe in teamwork, accountability and reliability. Most importantly, we want to have fun helping our clients achieve their goals. If you have interest in helping others achieve their goals and having fun doing it, then working with the team at Archvest might be for you.

Overview: Work with entire team to coordinate client service activities with a focus on delivering the positive outcomes and client experience. We are offering a competitive salary with additional incentives based upon company growth. We believe in a healthy work/life balance and offer 15 days of paid vacation plus holidays per year, company-paid medical insurance and an employer matching 401k plan.

Responsibilities:

• Perform all Schwab administrative tasks, including opening accounts, transferring accounts, depositing checks, processing withdrawals, transfers and other transactions

• Assist in client onboarding

• Ensure timely responses to all client correspondence and inquiries

• Identify opportunities to improve our client service processes

• Develop expertise in our firm’s relevant technology and software tools and platforms within your first year of employment

Requirements:

• Series 65 licensed (if not licensed, obtain license within 90 days of employment)

• Well organized, with extraordinary attention to detail and the ability to support multiple advisors

• Responsive and prompt

• Effective verbal and written communications skills

• Ethically strong, with the ability and dedication to maintain high confidentiality of personally identifiable client and firm information

• Enjoy collaborating and being a part of a team that puts clients first

• Have the emotional intelligence and self-awareness to develop an effective working relationship with a diverse team of colleagues and to successfully serve a diverse client base

• Are tech savvy, with the proficiency to quickly learn new technology tools, platforms, and software

• Are open to feedback and coaching

• Have a positive, can-do attitude

• Want to successfully develop into a client account management role with long-term growth potential within our firm

Preferences

• Associate degree or higher

• Basic MS Excel and Word proficiency

• Prior custodian/broker experience

• Prior fee-only RIA experience

Benefits

• $60,000 Exempt Base Salary

• Annual bonus based on performance and firm profitability

• Company-paid health insurance

• 15 days of paid vacation and holidays

• 401k plan

• 100% Remote, if desired

No phone calls please. Please direct your cover letter and resume to: jill@archvest.com. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.archvest.com.