Hendershott Wealth Management® is a thriving and distinctive financial services firm seeking a full-time, fully remote Client Services & Operations Associate to join our team. In this role, you’ll be responsible for ensuring smooth client account operations, accurate form processing, and seamless communication that keeps our clients supported and cared for.

At HWM®, we believe wealth is more than money. We are independent-minded, committed professionals who infuse our work with integrity, grace, and joy. If you’re detail-oriented, systems-driven, and motivated to contribute to a team that helps clients thrive – not just financially, but in all of life – this may be the place for you.

Duties & Responsibilities

• Prepare and process client account forms with precision, including new accounts, contributions/distributions (including RMDs), beneficiary changes, and bank linkages.
• Track requests through to completion and proactively communicate status updates to clients.
• Maintain accurate records in our CRM (Redtail) and complete workflows consistently.
• Schedule and attend client meetings and assist with agenda preparation, note-taking, and follow-up actions.
• Enter data into our financial planning software.
• Conduct operational account audits to ensure accuracy and compliance.

Skills Required

• Thorough understanding of all standard investment types and investment account types.
• Broad knowledge of financial services world.
• Experience with Schwab and Fidelity forms and e-signature systems (like DocuSign).
• Ability to prioritize and achieve agreed-upon outcomes without supervision.
• Demonstrably strong IT skills.
• Uses time effectively and communicates regularly and transparently.
• Previous experience in handling confidential and sensitive information with discretion and integrity.
• Exemplary written and verbal communication skills – clear and technically precise.
• Strong interpersonal aptitude – treats clients and colleagues with dignity, respect, and care.
• Detail-oriented with a fixation on perfectly completed processes and forms.
• Strong listening and problem solving skills.
• Values personal growth, always willing to learn and stretch outside your comfort zone.
• Actively strengthens our team culture and live out our shared values in daily work.

Things to Know

• Full-time, remote position, working Pacific Time.
• Compensation range: $55,000 – $85,000 
• Training provided.
• Computer provided; reliable internet and phone required.
• Standard background check required.

About the Company

At Hendershott Wealth Management, our Ultimate Intent is simple yet powerful: People are thriving. We empower individuals to take control of their financial lives so they can live fully and with confidence. Our team of advisors, operations professionals, and administrative staff provides unparalleled guidance with both expertise and humanity.

We see a world where prosperity intersects with generosity and reciprocity, where people are free from the past, author their own lives, and live in alignment with their values.

Our shared values – Integrity & Accountability, Grace, Fun & Ease, Personal Growth, and Love & Connection – shape everything we do, from how we care for clients to how we support each other as a team. We are uncompromising about living true to our callings and creating a culture where your contributions are encouraged, celebrated, and valued.

How to Apply

Please send a cover letter in the body of your email (no attachments, please) to jobs@hendershottwealth.com along with a link to either your LinkedIn profile or an online résumé. Alternatively, you can copy and paste the contents of your résumé into the email alongside your cover letter.

Your cover letter should include:

1. A summary of your administrative/operations experience relevant to this role.
2. How you heard about this opportunity.
3. Why this position and the idea of working for Hendershott Wealth Management resonates with you.

We will respond if we are interested in interviewing you. Thank you and good luck!