Virtual Client Service & Operations Associate

Hendershott Wealth Management, LLC, is a thriving and unique financial services firm looking to hire a Virtual Client Service & Operations Associate to join our team.  You will be responsible for ensuring timely communication and support for the company.  This is a full-time position.

Duties and Responsibilities:

You are responsible for accurately preparing and sending client account forms, tracking money movement, and other account maintenance tasks.  This includes, but is not limited to:

  • New investment account applications
  • Account contributions and distributions (including RMDs)
  • Beneficiary changes
  • Linking bank accounts
  • Tracking the status of the actions requested by the forms to completion
  • Communicating the status of the actions to the client
  • Adding notes for actions completed in our CRM (Redtail)

Additional responsibilities include (but are not limited to):

  • Completing workflows in our CRM
  • Scheduling meetings
  • Data entry into our financial planning software
  • Assistance with meeting agenda preparation, attending meetings with clients, taking notes, and implementing follow-up action items
  • Operational account audits
Skills required
  • Thorough understanding of all investment types and investment account types
  • Broad knowledge of financial services world
  • Ability to speak and communicate with technical precision
  • Experience filling in Schwab new account forms and account maintenance forms and sending them through Schwab electronic signature system
  • Ability to achieve agreed upon outcomes without supervision
  • Systems-driven
  • Detail-oriented with a fixation on perfectly completed processes and forms. 
  • Previous experience in handling confidential and sensitive information with discretion and integrity
  • Exceptional planning, organizational and time management skills
  • Understands and recognizes priorities, deadlines and has a sense of urgency
  • Articulate
  • Ability to multitask and prioritize effectively
  • Good IT skills
  • Ability to work independently and in a team
Traits Required
  • You are a people person with an affable personality. No gossip or complaining about clients will be tolerated.
  • You show up for all meetings on time, you communicate early if rearrangements need to be made, speak the truth, and do what you say you’ll do by when you say you’ll do it. We run a tight ship and we expect you to, also.
  • You have strong listening and problem-solving skills.
  • You are authentic and kind, yet can hold boundaries.
  • You are helpful and available.
  • You treat others with dignity and respect.
Things to know before we get started:
  • This is a full-time position.
  • Training will be provided and you must be coachable.
  • We will provide you with a computer. 
  • You will need a strong Internet connection and your own phone.
  • You will need to pass a standard background check.

 

About the Company:

We are fee-only, fiduciary financial advisors who will help you thrive. We see a world where prosperity intersects with generosity and reciprocity. Where you are free from the past, author your own life, constituted in the belief that “anything is possible,” and envision and design a life that is rebalanced and aligned with your values.

We get that personal finance is an element of life often riddled with complexity and uncertainty. We also get the sheer amount of overwhelm that often exists between that space of earning a powerful income and making wise choices with what to do with it.

Taking the right steps with your money shouldn’t be hard, and yet it is. Getting trusted financial advice shouldn’t be confusing, and yet it is. Living a life in total alignment with your personal missions and visions shouldn’t be impossible, and yet it so often is.

For all these reasons, and more, is why Hendershott Wealth Management exists. We’re here to offer the kind of financial support that prioritizes your passions, not just your dollars. That anticipates your questions, not just the bottom line. That protects your best interests, not just your assets. For more information, see our homepage.

To apply, please send a cover letter and link to either an online resume or your LinkedIn profile to [email protected] Send the cover letter in the body of the email and do not include any attachments. Emails with attachments will be deleted.

Your cover letter should include all of the following for consideration:

  • A summary of your administrative experience as it relates to this position.
  • How you heard about this opportunity.
  • Why this position piqued your interest.

We will respond if we are interested in interviewing you.

Thanks, and good luck!

To Apply

Email a link to your LinkedIn presence or other online resume, or copy and paste the content of your resume (absolutely no attachments) to [email protected]