Paraplanner / Client Relationship Manager

📋 Description

• Act as the primary point of contact for client service enquiries.
• Build and maintain relationships with clients via phone, email and video.
• 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 on the Charles Schwab custodial platform.

🎯 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.

🎁 Benefits

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