Associate Field Practice Support Specialist, Remote

This role provides remote support to financial advisors by managing administrative tasks, scheduling meetings, and communicating with clients via phone and email.

• Support clients via phone and email
• Manage client information in databases
• Schedule and coordinate client meetings
• Assist Financial Advisors with meeting prep
• Handle administrative and operational tasks

Proficiency with Salesforce, database management, and multi-system navigation; support experience in a financial services environment.

The ideal candidate is a customer support professional with at least 2 years of experience in phone-based support, proficient in Salesforce and database management, with excellent communication and interpersonal skills. They thrive in a remote, fast-paced environment and are committed to providing exceptional service to clients and internal teams.