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Assist World

Helping businesses save on labor costs by hiring top talent overseas

Paraplanner – Client Relationship Manager

Account ManagerSalesFull TimeRemoteSeniorTeam 51-200Since 2022H1B No SponsorCompany SiteLinkedIn

Location

South Africa

Posted

12 hours ago

Salary

$1.6K - $2.5K / month

Seniority

Senior

Bachelor Degree4 yrs expEnglish

Job Description

Paraplanner – Client Relationship Manager

Assist World

• Act as the primary point of contact for client service enquiries. • Build and maintain strong relationships with clients through phone, email and virtual meetings. • Prepare and support financial plans using eMoney. • Assist with financial planning recommendations and implementation. • Manage client information and maintain accurate records within the CRM. • Work with client accounts held on the Charles Schwab custodial platform. • Coordinate with the Financial Advisor to ensure outstanding client service. • Handle planning, administrative and follow-up tasks independently. • Help streamline internal processes and free up advisor capacity for business growth.

Job Requirements

  • 4+ years' experience in a Paraplanner, Financial Planning Assistant or Client Relationship Manager role.
  • Previous experience supporting a financial advisory or wealth management business.
  • Experience using eMoney financial planning software.
  • Familiarity with the Charles Schwab custodial platform.
  • Experience working with CRM systems.
  • Excellent verbal and written English communication skills.
  • Strong organisational skills with exceptional attention to detail.
  • Ability to work independently and proactively manage workloads.
  • Comfortable speaking directly with clients via phone and video calls.

Benefits

  • 100% REMOTE
  • $50 birthday bonus
  • $200 testimonial bonus
  • NO TRACKER. NO PROBLEM

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