- Process client account maintenance requests (address changes, trust updates, beneficiary changes, divorce-related updates, etc.)
- Prepare and track client documentation (K-1s, 1099s, alternative investment paperwork)
- Update CRM records (Salesforce or similar), including insurance and annuity inputs
- Support client review preparation using tools like eMoney, MoneyGuidePro, or Orion
- Attend investor calls, take notes, and provide summaries to the team
- Provide executive assistant support: calendar scheduling, inbox support, meeting confirmations, and contact updates
- Support mass mailings and operational follow-ups
- High attention to detail and strong organizational skills
- Excellent written and verbal English communication
- Experience in financial services operations, client service, or administrative support
- Comfortable handling sensitive client information with discretion
- Preferred: experience with Fidelity, Schwab, insurance/annuity products, and Salesforce
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Insurance - Operations Associate - Philippines - Remote Raven
Paglalarawan
Position Summary
We are seeking a detail-oriented and professional Client Service & Operations Associate to support a wealth management team with client account maintenance, documentation, CRM updates, and executive-level administrative support. This role requires excellent communication, strong follow-through, and the ability to manage time-sensitive financial paperwork with accuracy.
Experience with Fidelity Investments and/or Charles Schwab is strongly preferred. Exposure to life insurance and annuity products is a plus.
Key Responsibilities
Qualifications
This is a full time role
Up to $6/hr
100% Remote
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