Description
Bergland Wealth Management is hiring a permanently remote Client Service Operations Associate to support client service and back-office operations for its financial advisory firm. The role handles client requests, advisor meeting preparation, account-opening applications, transfers, money movements, custodian alerts, calendar management, document review, and client information entry. Candidates need five years of financial services experience, prior remote working experience, technology and Microsoft Office proficiency, and strong organizational, communication, and problem-solving skills. The position offers a $65,000–$80,000 salary, profit sharing, medical insurance, and a 401(k) match.
