Description
ASL Financial, LLC is hiring an experienced Client Service Associate for a permanently remote role open to candidates in Pacific or Mountain time zones. The position involves direct client contact, client meeting preparation, account and transfer processing, brokerage tasks, workflow management, and data entry into NaviPlan. Candidates need at least two years of financial services experience, strong organization and attention to detail, independent project-management ability, technology-learning capability, and strong communication skills. The role offers a starting salary of $65,000 to $80,000, a 401(k) after one year, mentorship, flexible scheduling, and professional growth opportunities.
