About Illumination Wealth Management
Illumination Wealth Management is an independent wealth management firm serving entrepreneurs, business owners, and their families. We provide comprehensive financial planning, investment management, and family office services through a highly personalized and relationship driven approach.
We are looking for a Client Service Associate to join our team and help deliver an exceptional client experience.
About the Role
The Client Service Associate is an integral part of our Client Service team, working closely with Financial Planners and other team members to ensure client needs are handled accurately, efficiently, and proactively. This role is ideal for someone who is highly organized, detail oriented, responsive, and takes ownership of their work. You should enjoy helping people, managing multiple priorities, and finding ways to make processes better.
What You'll Do
• Process Summary Letters, enter related tasks and transactions into Salesforce, and complete assigned work according to IWM standards
• Schedule client meetings and maintain accurate client information in Salesforce
• Open new accounts and process money movement requests
• Assist with alternative investment processes and annual client projects
• Manage the Illumination Wealth Team inbox and respond to client needs promptly
• Answer incoming phone calls and ensure clients are connected with the appropriate team member
• Review Charles Schwab alerts and NIGOs and take appropriate action
• Maintain accurate and up to date client information across internal systems
• Collaborate with the Client Service team and Financial Planners to provide a seamless client experience
What We're Looking For
• Minimum 2 year’s experience as a CSA in an RIA setting
• Bachelor’s degree
• Experience working with Charles Schwab and Salesforce
• Excellent follow through and ability to manage multiple priorities
• Comfortable working independently in a remote environment
• Proactive, resourceful, and solutions oriented
• Exceptional attention to detail and organization
• Strong technology skills and ability to learn new systems quickly
• eMoney experience is a plus
Why IWM?
We are a remote team that values trust, accountability, flexibility, and strong communication. We believe in giving our team members the autonomy to own their work while providing the collaboration and support needed to succeed. If you're ready to join a team that is ready and committed to support your growth, we'd love to hear from you.
Location: Remote
Employment Type: Full Time
Experience: 2+ years
Compensation: $55,000 - $75,000
Target Bonus: 10%
Benefits: 401(k) Plan with employer match, subsidized health insurance and disability coverage, annual continuing education allowance and a generous paid time off package to support work-life balance.
