We are redirecting you to the source. If you are not redirected in 3 seconds, please click here.

Remote Senior Client Service Associate for a U.S. based Financial firm at Paired. Paired is a global staffing and recruiting agency that pairs remote work with top-tier talent. We admire the importance of innovative social media strategies and are committed to connecting talented individuals with great companies that need their unique skills. Our mission is to provide great jobs to gifted people, regardless of location.. Our client is a boutique, fiduciary wealth management and financial advisory firm that partners with high-net-worth individuals and families to help them grow, preserve, and transfer wealth with intention. With a focus on comprehensive financial planning, investment management, and legacy strategies, the firm provides highly personalized service and long-term guidance. Their collaborative, multidisciplinary approach ensures that every aspect of a client’s financial life is aligned—from tax and estate planning to investment strategy and risk management.. Role Overview. We're looking for a sharp, detail-obsessed . Senior Client Service Associate. with a strong background in financial services to join a . boutique wealth management firm. that provides personalized financial guidance to high-net-worth individuals and families. This is a high-impact, high-trust role where you'll be the engine behind smooth operations—managing accounts, executing transactions, preparing reports and meeting materials, and ensuring a seamless client experience across all touchpoints.. Ideal candidates will bring prior experience in . wealth management, investment operations, or a similar financial setting, . and thrive in fast-paced environments that demand precision, professionalism, and client-first thinking. Success in this role requires . resourcefulness, initiative, and a problem-solving mindset. —you’ll be expected to quickly adapt, seek clarification when needed, and take ownership to execute effectively with minimal hand-holding.. Workload expectations:. . This role supports a portfolio of approximately 50 to 65 client families. Within this group, 6 families are ultra-high-net-worth with complex, multi-faceted financial needs, requiring deep involvement across areas like investment management, tax strategy, estate planning, and legal coordination. The remaining clients have more focused needs, typically in one or two key areas such as financial planning, tax support, or legal document management. This mix provides a dynamic workload, balancing high-touch service for complex relationships with efficient, specialized support for others.. Your responsibilities:. . . Client Support:. Assist in managing client inquiries and service requests, ensuring timely and accurate responses to maintain high client satisfaction.. . . Account Administration: . Handle account opening and maintenance processes with RIA, bank, and other financial intermediaries. This will include documentation preparation, verification, and follow-up.. . . Operational Tasks:. Execute transactions, process wire transfers, and manage cash movements within client bank and investment accounts in accordance with firm policies and procedures.. . . Documentation Management: . Maintain highly organized and up-to-date client files, ensuring compliance with regulatory requirements and internal policies.. . . Meeting Facilitation:. Prepare proposals, presentations, planning drafts, and other necessary meeting materials, and assist in the reconciliation of follow-up actions.. . . Data Management:. Update and manage client information in CRM & project management systems, ensuring data integrity and accuracy.. . . Reporting: . Generate and distribute periodic account statements, performance reports, and other client-specific reports as needed.. . . Compliance Support:. Assist in monitoring and ensuring adherence to compliance standards, including the preparation of required documentation and reports.. . . Team Collaboration:. Work closely with other team members to support client service initiatives and contribute to process improvements.. . . Excellent written and spoken English communication skills, minimal accent is preferred.. . Bachelor’s degree in Finance, Business Administration, or a related field is highly preferred.. . Strong understanding of financial products, services, and industry regulations.. . Minimum of 5 years of experience in financial services, preferably within wealth management, investment management, or a family office setting.. . Professional credentials such as the Series 65, CFP®, CPA/PFS, EA, CPWA® or equivalent are highly desirable but not required.. . Proficiency in financial software and CRM systems; . experience with Wealthbox, Tamarac, Right Capital is a plus.. . . Available to work within . Pacific Time (PT). business hours.. . Skills and Attributes:. . Exceptional organizational and multitasking skills; ability to manage multiple projects, for multiple clients, simultaneously.. . Tremendous attention to detail and a commitment to excellence in all aspects of deliverable preparation and review.. . Enduring composure, resilience, and adaptability with the ability to excel in high-pressure and urgent circumstances.. . Strong interpersonal and communication skills, with the ability to interact effectively with team members and external partners in a remote setting.. . Intellectual curiosity and a collaborative mindset, with an eagerness to grow personally & professionally.. . Unrivaled professionalism, discretion, and integrity when handling sensitive client information.. . Company Location: Mexico.