Client Service Associate

Our client is a wealth management platform that partners with and invests in independent advisory firms providing capital, operational infrastructure, and centralized resources across investment management, compliance, and technology. The organization supports a national network of advisors serving high-net-worth individuals, families, and institutions, while allowing partner firms to maintain their own branding and client relationships.

Responsibilities

Provide daily support to high-net-worth clients; Provide ongoing client account maintenance; Prepare and process documentation for client transactions including opening new accounts, transferring assets, deposits, withdrawals, and account title changes; Liaise with client’s advisors including accountants, attorneys, etc.; Field client requests and complete tasks in a timely and accurate manner while communicating with the team; Offer administrative and office management support to the team; Manage client meetings calendar to include scheduling and assurance of execution for follow up items; Track expenses and file expense reports; Coordinate business travel and calendar for senior team members

Requirements

Bachelor’s degree required; 1-2 years of client services experience; Excellent communication and interpersonal skills; Ability to take initiative and manage tasks and projects; Experience with Salesforce CRM; Securities representative licenses or willingness to get