Client Services Associate at Journey Wealth Partners

Location: Massachusetts; 100% Remote

Job description

Journey Wealth Partners is a small business, comprised of a team (5 People) serving a community of 50 Client Families. Our Team’s goal is to coordinate every aspect of client’s personal financial life to maximize their ability to live their ideal lives now and with abundance and security for their lifetime and the next generation.

Location: Hybrid – Concord, MA (must be located in MA)

Schedule: Monday Through Friday 8 AM to 5 PM Eastern Time Zone


  • Provide excellent support to the team
  • Collect and organize client documents
  • Prepare client expense summaries from bank and credit card statements
  • Enter data into various subscription-based planning applications
  • Document Inventory (tracking)
  • Document Management (profiling, naming, permissions)
  • Customize requests document requests from clients
  • Assist with meeting preparation and follow up
  • Scanning and paperless filing in NetDocuments
  • Follow, update. completed and create workflow processes
  • Prepare trade ticket documentation
  • Track client money movement
  • Quality assurance on trade execution

Key success factors:

  • Client-focused
  • Relationship builder
  • Collaboration with Team
  • Excellent interpersonal skills
  • Cares about people
  • Strong work ethic
  • Self-starter
  • Organized
  • Flexible
  • Coachable
  • Growth mindset
  • Ability to use Microsoft Excel – Strong
  • Comfortable leveraging technology to work smarter
  • Pleasant and helpful phone and email communication


  • College Degree (preferred)

Employment Type: Full-time

Screening question

Must-have qualifications

  • Have you completed the following level of education: Bachelor’s Degree?

Ideal answer: Yes

  • How many years of work experience do you have using Microsoft Excel?

Ideal answer: 3

  • Are you willing to undergo a background check, in accordance with local law/regulations?

Ideal answer: Yes