Job Overview

Our client is looking for a Client Service Associate (CSA) to support their advisory team with both administrative and client-facing tasks, ensuring smooth case progression, accurate record-keeping, and high-quality client service. The role offers on-the-job training and the opportunity to develop expertise in cross-border financial planning.

Schedule: Remote, Full Time | Monday - Friday, 9:00 AM - 5:00 PM EST, with 1 hour unpaid break (40 work hours per week)

Responsibilities

• Prepare dealing instructions and benefit withdrawals
• Complete business submission checklists and assist with pipeline progression
• Prepare valuations, transaction summaries, and tax reclaim forms
• Maintain accurate digital records (Client Profile Form/Proof of Address/Proof of ID) on CRM/SharePoint/ShareFile
• Support investment review preparation and ad-hoc administrative tasks
• For client-facing CSAs: assist with meeting prep, note-taking, and follow-up actions; gather and input client financial data; customize reports; prepare insurance illustrations and pension transfer documents; and set up custodian accounts

Requirements:

• Must have at least 2 years experience as a customer service associate
• Strong organizational skills and attention to detail
• Familiarity with Microsoft Office (Outlook, Excel, Word, PowerPoint)
• For client-facing roles: strong communication skills and willingness to learn financial planning software (Orion Planning) and insurance provider portals

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.