This is a part or full time position. Seeking 100% remote for US based candidates only. We are looking for applicants in the US due to time zone alignment and local compliance requirements. We are a small financial services company based in the West Coast. Looking for detail oriented data management specialist. We work as a team to help clients and this position would require good team work with financial advisors and other teamembers in helping with data management and client service work. Skills include accurate data entry and management of client information. Professional communication with clients both written and verbal with use of phone and some video if needed. Seeking customer service oriented individual with excellent multi-tasking and time management skills.