Client Service Operations Associate at Allegiance Financial Group Advisory Services (AFGAS) in Ridgeland, MS
- Company: Allegiance Financial Group Advisory Services (AFGAS)
- Location: Ridgeland, MS
- Posted: Sep 19, 2026
- Type: Full-time
- Salary: $65,000 – $80,000 / Year
- Experience: 5+ years
Overview
Bergland Wealth Management is an independent financial advisory firm in Ridgeland, MS. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. This position will assist in providing excellent service to our clients and executing back-office operations. Find out more…
Job description
- Bergland Wealth Management is an independent financial advisory firm in Ridgeland, MS. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. This position will assist in providing excellent service to our clients and executing back-office operations. Find out more about the firm at berglandwealth.com.
- This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is open to candidates in Eastern and Central time zones.
Responsibilities
- Respond to client requests with timeliness and accuracy in mind
- Assist Advisor with client meeting prep and follow-up tasks
- Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
- Monitor Custodian alerts and money movements
- Calendar Management for Financial Advisor including client appointments
- Review info and documents received from clients, save docs, and enter info into our client FP assumptions template
- We are a small firm that is always striving to improve our processes and we want your input to help this position better and better over time!
Requirements
- 5 years of financial services experience and prior remote working experience
- Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
- Ability to work well with one advisor in a tight knit team
Skills
Required
- 3rd party software
- Technology adeptness
Benefits
- Salary range of $65K-80K, commensurate with relevant experience
- Profit sharing program
- Great Work/Life Balance with a Monday-Friday Schedule
- BCBS Group Major Medical
- 401(k) with employer match
- This position will have a variety of tasks – no two days will be exactly the same
- Professional and Kind Atmosphere
- While we want this position to grow with responsibilities, there is no expectation that this role will become an advisor
- Permanently remote position