FILLED! Aspire Planning Associates (Remote, Subcontractor) seeking Client Service Associate

General Description
Our Client Service Associate (CSA) will work with our team of planners to bring clients detailed and customized financial planning and investment management with a high level of service. The ideal CSA will be personable, focused on the client’s experience and on the importance of preparation and presentation. Working remotely for Aspire requires a CSA with strong personal responsibility and task
management. This subcontractor position would start at 20 hours per week with the potential to become a full-time employee after 2-3 months.

Job Duties
• Onboard new clients: present to clients via Zoom meeting using knowledge of our technology platforms to gather the necessary data for our financial planners
• Schedule and maintain client appointments in team calendar (Redtail)
• Organize database files (Sharefile)
• Gather, organize, input and update client and prospect data in our Client Relationship Management program (Redtail)
• Prepare for client appointments and assign follow up tasks to staff
• Prepare meeting notes for review & approval by lead advisor then post to CRM
• Account document preparation
• Prep and send all DocuSign requests
• Maintain data feed connections in ORION and contact clients if a connection is broken to resolve
• Research any Orion problems as arise, working with the advisors & Orion staff to resolve in a timely manner

CSA Qualifications

• 1-2 years financial services experience in an administrative or operations support role
• Demonstrated experience in a client-facing role (any industry)
• Proficiency in computer applications, both desktop and web-based
• Ability to work independently and actively communicate with our team

• Understanding of account types, account documents and transaction processing for various
custodians in an RIA, Broker/Dealer or related setting
• Experience with the following platforms:

o Redtail CRM
o DocuSign
o Sharefile
o Zoom Meetings

o RightCapital
o Netx360 (Pershing)


Interested?   Please reach out to Erin Menking (