副规划师 / 客户关系经理
Paraplanner / Client Relationship Manager
职位描述
我们正在寻找一位经验丰富的财务规划师/客户关系经理，加入一家快速增长的美国财富管理公司。这是一个全职远程职位，您将发挥关键作用，支持一位繁忙的财务顾问，帮助提供卓越的客户体验，同时负责日常规划和客户关系管理职责。对于有财务规划经验、喜欢直接与客户打交道并希望成为不断壮大的咨询业务重要一员的人来说，这是一个绝佳机会。
主要职责
● 作为客户服务查询的主要联系人。
● 通过电话、邮件和虚拟会议与客户建立并维护良好的关系。
● 使用eMoney准备和协助财务计划。
● 协助制定财务规划建议并实施。
● 管理客户信息并在CRM中保持准确记录。
● 在Charles Schwab托管平台上处理客户账户。
● 与财务顾问协调，确保出色的客户服务。
● 独立完成规划、行政和后续任务。
● 帮助优化内部流程，释放顾问的时间用于业务增长。
必备要求
我们需要一位能够快速上手、在较少监督下工作的候选人。
- 4年以上财务规划师、财务规划助理或客户关系经理相关工作经验。
- 有支持财务咨询或财富管理业务的经验。
- 熟悉使用eMoney财务规划软件。
- 熟悉Charles Schwab托管平台。
- 有使用CRM系统经验。
- 优秀的英语口头和书面沟通能力。
- 强大的组织能力，注重细节。
- 能够独立工作并主动管理任务。
- 能够通过电话和视频通话直接与客户沟通。
加分项
- 在美国注册投资顾问（RIA）或财富管理公司的工作经验。
- 了解美国财务规划流程和客户服务标准。
- 熟悉SEC/FINRA合规要求。
合规与入职前要求
由于金融服务行业的监管性质，成功候选人必须愿意完成所有必要的入职前合规检查。
这些可能包括：
● 全面的背景和就业核查。
查看英文原文
About the Role
We are seeking an experienced Paraplanner / Client Relationship Manager to join a growing
US-based wealth management firm. This is a full-time remote position where you'll play a key
role in supporting a busy Financial Advisor, helping to deliver an exceptional client experience
while taking ownership of day-to-day planning and relationship management responsibilities.
This is an excellent opportunity for someone with financial planning experience who enjoys
working directly with clients and wants to become an integral part of a growing advisory
practice.
Key Responsibilities
● Act as the primary point of contact for client service enquiries.
● Build and maintain strong relationships with clients through phone, email and virtual
meetings.
● 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 held on the Charles Schwab custodial platform.
● Coordinate with the Financial Advisor to ensure outstanding client service.
● Handle planning, administrative and follow-up tasks independently.
● Help streamline internal processes and free up advisor capacity for business growth.
Why Join Assist World?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
NO TRACKER. NO PROBLEM
Essential Requirements
We're looking for someone who can hit the ground running with minimal supervision.
- 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.
- Strong organisational skills with exceptional attention to detail.
- Ability to work independently and proactively manage workloads.
- Comfortable speaking directly with clients via phone and video calls.
Desirable
- Experience within a US Registered Investment Advisor (RIA) or wealth management
- firm.
- Knowledge of US financial planning processes and client service standards.
- Familiarity with SEC/FINRA compliance requirements.
Compliance & Pre-Employment Requirements
Due to the regulated nature of the financial services industry, the successful candidate must be
willing to complete all required pre-employment compliance checks.
These may include:
● Comprehensive background and employment verification.
● Criminal record/background checks (where applicable).
● Fingerprinting as required by industry regulations.
● Identity and right-to-work verification.
● Signing confidentiality and non-disclosure agreements (NDAs).
● Meeting any additional regulatory or licensing requirements relevant to the role.
Please only apply if you are comfortable completing these checks as part of the hiring process.