Client Service Associate at CapSouth Wealth Management · United States · Joined
CM
Client Service Associate
CapSouth Wealth Management · United States · Just now · 0 applicants
NewRemoteFull-timeMiddle
Pay
$33–$36/hrListed
Workplace
Remote
Job type
Full-time
Level
Middle
Source: jobright · Posted by joined-scrapper
About the role
CapSouth Wealth Management is hiring a remote Client Service Associate to coordinate client service requests, onboarding, account maintenance, and client records while supporting advisors and operations. The role requires experience with Schwab custodial platforms, CRM systems, and established workflows.
What you’ll do
Coordinate client service requests
Manage client onboarding
Handle account maintenance
Maintain client records
Support Advisors, operations, and compliance colleagues
Follow established workflows and escalate complex matters
What you’ll need
At least two years of relevant client service or operations experience
Experience with Schwab custodial platforms, custodial paperwork, account maintenance, and money movement
CRM experience required
High school diploma or equivalent required
Strong communication, attention to detail, organization, and follow-through
Collaborative, adaptable approach with ability to manage workflows with minimal oversight
Original job description
CapSouth Wealth Management is hiring a Client Service Associate to coordinate client service requests, onboarding, account maintenance, and client records. The role supports Advisors and operations and compliance colleagues while following established workflows and escalating complex matters.At least two years of relevant client service or operations…