Client Service Associate

About The Company 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

Salary Range $90,000-$110,000