Evolve Investing LLC, a Registered Investment Advisor that specializes in working with business owners with respect to both financial planning and investment management, is hiring a Client Services/Operations Associate to help support its growing client base. 

The Client Services/Operations Associate serves as the point of connection between our clients and our lead Financial Advisor and Investment Manager. The ideal candidate will have exceptional attention to detail, strong writing skills, superior communication skills, and the ability to effectively and respectfully interact with clients from diverse backgrounds. 

Duties & Responsibilities: 

  • Client onboarding including launch of new accounts and account transfers on Charles Schwab

  • Moving money to/from custodians and wiring of funds into individual private investments via AngeList, Carta, and/or similar platforms

  • Inbound client service, appointment setting

  • Outbound client service

  • Organization and maintenance of client files and documentation

  • Preparing quarterly performance reports

  • CRM maintenance

  • Expense management

  • Newsletter distribution

  • Website maintenance (knowledge of Squarespace preferred) 

  • Social media management (Instagram, TikTok, and YouTube) 

  • Video editing

Education and/or Experience:

  • Undergraduate degree, preferably in Finance or Economics

  • Industry experience

  • Willingness to obtain Series 65 (RA)

Knowledge/Skills:

  • Strong computer skills and knowledge of Microsoft Excel and Word and Google products

  • Experience with custodians such as TD Ameritrade Institutional, Fidelity, Pershing, or Charles Schwab required

  • Experience with Wealthbox, RightCapital, PreciseFP a plus

  • Exceptional writing, interpersonal and client service skills

  • Detail oriented with superior organizational skills and ability to multitask

  • Savvy with social media platforms including Instagram, TikTok, and YouTube

  • Goal oriented, self-motivated and results driven

To apply, send your cover letter and resume to peter@evolveinvesting.co.