← Assist World

Paraplanner / Client Relationship Manager

Assist World Agency Mid Finance & Accounting

Full-time remote Paraplanner/Client Relationship Manager role supporting a US-based wealth management firm, handling client service, financial planning, and administrative tasks.

Can a South African apply?

The employer’s own job board lists this role’s eligible location as:

South Africa, Philippines (Remote)

Taken from the structured location field on the employer’s job board, not from the wording of the advert, when we last checked it on 2026-09-27. Employers change eligibility without notice — the employer’s page is the authority, not this one.

What it pays

Not published. This posting states no figure, and we do not estimate one. Ask during the first conversation.

The full posting

Reproduced from the employer’s own listing, unedited.

Read the posting in full · 201 words

About the Role

We are seeking an experienced Paraplanner / Client Relationship Manager to join a growing US-based wealth management firm. This is a full-time remote position where you'll play a key role in supporting a busy Financial Advisor, helping to deliver an exceptional client experience while taking ownership of day-to-day planning and relationship management responsibilities. This is an excellent opportunity for someone with financial planning experience who enjoys working directly with clients and wants to become an integral part of a growing advisory practice.

Key Responsibilities

● Act as the primary point of contact for client service enquiries. ● Build and maintain strong relationships with clients through phone, email and virtual meetings. ● Prepare and support financial plans using eMoney. ● Assist with financial planning recommendations and implementation. ● Manage client information and maintain accurate records within the CRM. ● Work with client accounts held on the Charles Schwab custodial platform. ● Coordinate with the Financial Advisor to ensure outstanding client service. ● Handle planning, administrative and follow-up tasks independently. ● Help streamline internal processes and free up advisor capacity for business growth.

REQUIREMENTS

Why Join Assist World?

100% REMOTE $50 birthday bonus $200 testimonial bonus NO TRACKER. NO PROBLEM

SA Remote Jobs is a directory, not the employer, and never charges you. Report this role as expired.