Divergent Planning is a fee-only wealth management in Bethesda, MD. We have been steadily growing our practice for 21 years by focusing on excellent client experience as a small ensemble. We are seeking a full-time PERMANENTLY REMOTE Client Service Associate to join our team. We have a strong culture, competitive salary, and an upbeat workplace that make our firm an outstanding employer of choice. Find out more about the firm at divergentplanning.com

Salary and Benefits

The salary range will be $55K-65K, based on experience and credentials
Participation in our Incentive Bonus plan
15 days PTO
$500 monthly employer contribution toward Health insurance, as well as 100% employer paid vision and dental
Personal and Professional Development budget of $1500/year
Strong firm culture based on improvement and growth

Responsibilities

Sit in client meetings and take notes

Draft follow up client meeting notes
Client data maintenance and upkeep, contact clients to reconnect data links, daily download, etc
Maintain client eMoney connections and data and troubleshoot with clients as needed
Track and follow up on client action items after client meetings
Update and send yearly tax letters to clients, track responses and documents requested, then update our tax software Holistiplan accordingly
Process client service tasks that clients request and as they come in through our CRM workflows
Help with Forms on DocuSign
Other duties and projects as assigned

Requirements

2 years of experience in financial services, preferably in an RIA
Strong interpersonal skills, with the ability to work well with others remotely
Ability to work well with a team and independently

Excellent verbal and written communication skills

Organized and detail oriented
Good problem solving and time management skills
Ability to prioritize and manage projects as well as individually assigned tasks
NOT required, but definitely a plus – experience with Schwab, eMoney, macOS

Divergent Planning’s Core Values

Be Different
Be Transparent
Enjoy Change
Continue to Learn and Grow
Be Open-Minded
Improve the Lives of the People Around Us
Have Fun
Give Back

The Process

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments in the process.

We are an Equal Opportunity Employer