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 strong communication, confidentiality, accuracy, and familiarity with financial services; Salesforce, DocuSign, Microsoft Office, and Fidelity are preferred. Benefits include medical, dental, and vision coverage, paid parental leave, a 401(k) matching plan, HSA contributions, student loan assistance, and pet insurance, with a base salary of up to $60,000–$70,000 plus a discretionary bonus.
