Client Service Associate

Our client is a dynamic Wealth Management Advisory firm providing high-end investment, financial planning, and tax services. They are seeking an energetic, detail-minded, and business-oriented Client Service professional who thrives collaboratively.

Responsibilities

• Assist in daily operations of the firm
• Maintain a client-centered approach to doing business
• Manage and maintain the CRM (WealthBox)
• Correspond with clients to complete new account opening documents, coordinate asset transfers and document workflow throughout the process
• Collaborate effectively with the 3rd party custodian of accounts
• Review client-submitted paperwork for completeness and accuracy
• Contact and advise clients regarding late payments and other service-related issues
• Monitor account funding status; expedite any additional transfer requirements
• Generate and review paperwork to be sent to clients
• Conduct rollover calls between clients and current 401(k) plan administrator
• Answer and direct telephone calls as appropriate 
• Conduct office management tasks including client meeting room set up, food orders, office supply orders, etc

Requirements

• 3-5 years of wealth management industry experience
• Ability to anticipate needs of the client and leadership
• Client experience focus 
• Strong written and oral communication skills 
• Excellent interpersonal skills in a team-oriented environment
• Ability to embrace change and work in a fast-paced professional environment
• High attention to detail and strong organizational skills
• Proactive mindset with the ability to anticipate and resolve issues
• Familiarity with Microsoft Office Suite, especially Word, Outlook, Excel & Adobe Acrobat and the ability to learn new applications and software

Compensation

• $65,000-75,000 base salary plus discretionary bonus opportunity. Benefits and retirement plan.