Client Service Associate

Role Overview

• Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met.
• Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc.
• Partners with Financial Advisor to strategize on opportunities to meet the needs of clients.
• Inbound client calls, schedule appointments, and prepare materials for client meetings.
• Manage account activities that are operational in nature –new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
• Keep client management systems up to date with client information.
• Assist with various documentation requirements for new business.
• Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
• May assist in executing trades for clients as needed to support the Financial Advisor

Requirements

• 3+ years of experience in the wealth management industry
• 3+ years of prior ADMIN to an ADVISOR experience in a client facing role
• 3+ years of experience in Microsoft Word and Excel; CRM applications

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off