Remote Client Service Associate - Planning Support
Independent Financial Planning and Investment Management Fir...
United States · Posted November 9, 2026
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How AI is used in this kind of work
Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
...Independent Financial Planning and Investment Management Firm in the United States is seeking a permanently remote Client Service Associate. You will deliver outstanding client experiences and collaborate with a team that values professional excellence. Responsibilities...