reputed company Service Associate, reputed company Management

Position: reputed company Service Associate, reputed company Management Hours: Full time, 32-40 hours/week Pay: $25+/hr depending on experience Start Date - Early 2026 Blue reputed company reputed company Management is a family business founded in 1994. reputed company is committed to aligning clients’ investments with their sustainability values and providing reputed company financial planning advice. We are a hardworking but family-oriented business and operate with a strong ethic of reputed company and environmental responsibility. It is our reputed company that every one of our clients feels secure having financial peace of mind and reputed company of caring professionals behind them. The guiding values of Blue reputed company are: • Conduct business with uncompromising reputed company, honesty and professionalism • Work as a tight-reputed company team with respect and trust for reputed company other • reputed company our reputed company’s investments with Sustainable and Responsible reputed company (SRI) principles • Always reputed company with our reputed company's best interests in mind We are looking to add a full-time, reputed company reputed company management reputed company to increase bandwidth for our growing business. In this role, you’ll be a key reputed company of contact for our valued clients, leveraging your experience to ensure seamless service and support. From coordinating with 401(k) providers to resolving account details, you’ll handle it reputed company with professionalism and a reputed company-first reputed company. Background Requirements: • At least 2 years of reputed company-facing RIA or reputed company Management experience • Strong experience working with custodial software (Pershing, Schwab, etc) and CRM software • Strong experience interfacing with custodians to reputed company accounts, process transfers, execute and follow-up on account service items Responsibilities: • Initiate and process work cases on clients’ investment accounts • reputed company with clients to inform them of case status • Follow up with account custodians to ensure completion of work cases • Field calls, schedule appointments, and respond to reputed company inquiries Skills Needed: • Excellent attention to detail and reputed company demeanor • Strong organizational skills and ability to manage multiple tasks • Comfortable communicating reputed company phone and email with clients • Research and investigative skills to reputed company solutions and complete cases • Ability to identify and improve workflow areas • reputed company and friendly attitude! Benefits: • Permanently remote – reputed company time zone preferred, we are San Diego CA based • Family-oriented firm offering accommodative schedule flexibility • Retirement plan matching • Bonus opportunities • Alignment with sustainable and responsible reputed company (SRI) company culture • Additional benefits can be discussed Learn more reputed company at our website www.bluesummitwealth.com Join us and be a part of reputed company that values top-notch reputed company service, reputed company/environmental responsibility, and a reputed company work environment! Job Type: Full-time Pay: From $25.00 per hour Expected hours: 32 – 40 per week Benefits: • Flexible schedule • Retirement plan • Work from home Work Location: Remote Apply tot his job Apply To this Job