Position Title: Wealth Steward
Type: Full-Time, Hourly - Starting at $37,440 a year
Schedule: Monday–Friday
Location: Office Position if within 30 miles of Rison, AR. Remote position if 30+ miles
About the Role:
Wealth Steward (Client & Strategist Support)As a Wealth Steward, you will serve as the primary guide, advocate, and point of contact for clients throughout their journey in our program. In this role, you bridge the gap between high-level strategy and day-to-day execution—leading smooth onboarding, hosting regular progress check-ins, keeping project boards updated, and providing direct operational support to our Lead Strategist.
If you are an organized, proactive communicator who thrives on building genuine client relationships, managing details in fast-paced software environments, and keeping workflows moving seamlessly, this role is designed for you.
What You’ll Do
Client Guidance & Relationship Management: Lead client welcome calls, conduct regular 1-on-1 check-ins, track milestone progress, and ensure every client feels heard, informed, and confident in their next steps.
Strategist & Operational Support: Partner directly with the Lead Strategist to prepare for weekly office hours, manage calendar follow-ups, and execute daily operational and administrative priorities.
Multi-Channel Communication: Manage daily incoming and outgoing touchpoints across email, Slack, Google Voice (calls/SMS), and Intercom tickets with prompt, professional responsiveness.
Workflow & Status Tracking: Maintain real-time accuracy across client dashboards in Monday.com, audit onboarding pipelines daily, and ensure timely completion of all scheduled touchpoints.
Issue Resolution: Act as a proactive problem solver by coordinating with internal teams (billing, product, technical support) to swiftly resolve client hurdles.
What We’re Looking For
Operating System & Software Proficiency: Comfortable navigating macOS (Apple OS) daily, with working proficiency in Google Workspace (Drive, Docs, Slides, and Sheets mostly), and task/communication platforms (Monday.com, Slack, Intercom).
Client-First Communication: Exceptional written and verbal communication skills, paired with a warm, professional demeanor and strong active-listening skills.
Uncompromising Organization & Follow-Through: Ability to balance multiple client tracks, manage tight turnaround times, and take end-to-end ownership of assigned tasks.
Key Responsibilities:
- Meet with clients via Zoom to present, guide, and explain our processes.
- Answer client questions through email and virtual meetings
- Communicate our processes in a clear, practical, client-friendly way
- Support clients with understanding next steps and implementation guidance
- Reviews and Peer review of deliverables
Qualifications:
- Strong customer services skills
- Background in high-volume tax preparation and/or review preferred
- Excellent communication skills
- Comfortable in a client-facing, fully remote environment
- Ability to explain complex tax matters clearly and professionally
- 1+ years of college preferred
Benefits:
- 401(k) + matching
- Dental insurance
- Disability insurance
- Health insurance
- Vision Insurance
- Paid time off
- Parental leave