What are the responsibilities and job description for the Remote Client Services Administrator position at Harvest Wealth Group?
We are seeking a Client Services Administrator to join our new business team and provide exceptional support to our clients. As a Client Services Administrator, you will be responsible for managing client accounts, ensuring compliance with regulatory standards, and delivering excellent customer service.
About Us
At Harvest Wealth Group, we create a massive impact in the lives of our team and clients and deliver quality, actionable financial advice to the hard-working American family because that is what we are, and that is who we care about. We all work together to reach our goal: serving 4,000 families within our target market by the end of 2032.
About Our Clients
Our clients are 50- to 60-year-old family stewards who live in the communities we serve. They are looking for a trusted financial advisor to completely outsource this part of their life.
You Will Love Working Here If You:
- Are Scrappy
- Obsessively Serve
- Live Stronger United
- Believe Excellence Wins
- Onboarding New Clients
- Opening New Accounts for Existing Clients
- Processing Transfers
- Open 10 accounts per week
- Process 90% of tickets without a NIGO (Not in Good Order)
- Initiate 90% of all tickets assigned within 24 hours
- Proven experience as a Client Services Administrator in the financial services industry
- Strong knowledge of industry regulations, compliance procedures, and best practices
- Exceptional customer service skills
- Excellent organizational and time management skills
- Proficient in MS Office and CRM software; familiarity with portfolio management systems is a plus
- Strong communication and interpersonal skills
- Problem-solving abilities with a detail-oriented approach
- Ability to work independently and as part of a team in a fast-paced environment
- Experience working with Redtail, Schwab/TD Ameritrade platforms, Docupace, DocuSign, HubSpot, Zoom, Account opening and service on the RIA/Advisory, commission-based and insurance platforms, Ameritas, iRebal, trading, and EOS
- Health insurance
- 401(k)
- Incentive pay
- Work from home
- One month paid sabbatical every three years
- Unlimited Paid Time Off
- Financial industry experience required
- Ability to pass a background check
- Eligibility to work in CA and provide legal documentation as required by form USCIS I-9
Your Responsibilities Will Include:
Performance Expectations
About Our Team
Our company runs on an Entrepreneurial Operating System (EOS). This means as a member of our team, you will have a leader who gives clear directions, provides necessary tools, acts with the greater good in mind, delegates appropriately, takes time to understand your role, makes expectations clear, communicates well, has effective meetings, meets one-on-one weekly or more if needed, rewards and recognizes performance.
Requirements
Preferred Qualifications
Benefits
Required Documents
Competitive Salary
Based on experience and licensing
