Confidence Wealth Managment

Confidence Wealth Management is a boutique, independent, fiduciary firm that integrates investment, tax, and estate planning into a single coordinated plan. The work is legacy-weighted: clients bring us decades of accumulated wealth and decisions that outlive them. The internal culture runs on seven explicit values, and every one of them is also a filter.

Client Service and Operations Associate

Location

United States

Posted

68 days ago

Salary

$70K / year

Seniority

Mid Level

No structured requirement data.

Job Description

Client Service and Operations Associate

Confidence Wealth Managment

Role Description Protect and elevate the client experience by owning the operational backbone of the firm — accurate paperwork, clean data, timely follow-through, and seamless coordination — so advisors can focus on advice and clients feel taken care of at every step. Qualifications - Client service requests resolved completely, accurately, and on time — not just touched - Investment and insurance paperwork processed cleanly the first time - CRM data (Salesforce) accurate, current, and trustworthy across the firm - New account onboarding executed smoothly from documentation through funding - Underwriting and application processes moved forward proactively, never stalled - Advisors freed from operational drag so they can focus on client-facing work - Existing client relationships retained and serviced with care Requirements - Three or more years of experience in financial services, client service, or operations in a professional services environment - Strong Microsoft Office competency, especially Excel - Salesforce experience strongly preferred - Demonstrated ability to manage multi-step workflows from start to finish - Strong written and verbal communication - High attention to detail — not optional in this role - BA/BS preferred in Business, Marketing, Communications, Finance, or related field - Series 65 preferred. If not currently licensed, must be achieved within six months of hire. Additional licenses may be required over time. Benefits - Comprehensive package of benefits including paid time off - Medical/dental/vision insurance - 401(k) - $70,000 starting salary + bonus + long-term incentive and performance plans with tenure

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