Full Time Virtual Admin/Client Service Associate

Overview

Role Summary

The Client Service Associate is the operational leader in making sure things get done on time and clients feel great about their experience working with Compass Planning.

The ideal candidate is trustworthy, kind, patient, organized, responsive, and takes ownership of their role.

Overview

• Position: This is a full-time (W-2) position, Monday-Friday, 9:00 AM – 5:00 PM (ET)
• U.S. residency and existing work authorization are required, as we are unable to provide visa sponsorship for this role.
• Location: This is a fully remote position. 
• Target Start Date: December 15, 2025

Skills/Qualifications

• Ability to build trust with clients and colleagues by holding boundaries and confidentiality, following through reliably, and taking accountability. 
• Strong attention to detail and organization skills including follow-up.
• Excellent written and verbal communication skills.
• It is important to note that this position is not on a career track to becoming a client-facing financial planner. 

Responsibilities:

• Help onboard new clients 
• Help us prepare for upcoming meetings by confirming the meeting with the clients via email, asking for missing items, and sending client files ahead of the meeting. 
• Support the team with billing 
• Work directly with leadership to ensure compliance within various operational areas of the practice
• Help create and refine workflows to ensure efficient operations and an excellent client experience
• Communicate with clients on a variety of topics  
• Manage Sharefile database - Set up client folders. Invite clients to their portal. Download documents from client, send files to client. Etc.
• Manage and update client database (Advyzon)
• Confirm upcoming client meetings and reschedule when necessary
• Any additional administrative tasks requested

Compensation & Benefits

• Compensation & Benefits: We offer a competitive compensation package including a $45,000 - $55,000 starting base salary (commensurate with experience) 401(k) employer match, flexible PTO, QSEHRA medical expense reimbursement, employer paid disability insurance, and a professional development stipend. 

How to apply

• Send your resume and a link to a short video (2-5 minutes) explaining why you want to work for Compass Planning. This video does NOT need to be professionally made or edited. Front facing camera at your desk or anywhere is totally fine — please just be yourself and speak as you normally do. We recommend you use a free video tool like loom and send a shareable link vs a large attachment. 
• Applications are due by December 1st
• Interviews are tentatively scheduled for December 1-5
• Ideally, an offer will be made the week of December 8th

About Compass Planning Associates

Real-life Money Planning, Everywhere. Fully Online, Deeply Human, True Fee-Only Financial Planning.

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