Description
White Pine Wealth Management is hiring a Client Service Associate to provide a white-glove client experience by onboarding new client relationships, maintaining account records, processing account changes and money movements, and assisting clients through phone, email, and in-person interactions. The role requires experience collecting information, processing forms, and maintaining accurate data, along with strong communication, confidentiality, and organizational skills; Series 7 and Series 66 licenses are required, while an insurance license is a plus. The position offers medical, dental, and vision coverage, paid parental leave, a 401(k) matching plan, HSA contributions, student loan assistance, pet insurance, and a base salary of up to $80,000–$100,000 plus a discretionary bonus.
