Client Services Associate

Why You Want to Work Here

Join a sophisticated and growing financial advisory practice that is committed to providing thoughtful, well informed financial guidance and exceptional service. This small, close knit office values its employees as much as its clients and maintains a strong culture centered around ethics, integrity, collaboration, and intellectual curiosity.

This is an excellent opportunity for someone who enjoys building relationships, staying organized, and developing their knowledge of financial planning and investment services.

Responsibilities

• Answer incoming phone calls in a professional and friendly manner
• Schedule and confirm client meetings, follow up calls, and other client interactions
• Respond to client emails promptly and professionally
• Prepare and maintain administrative paperwork for client accounts and relationships
• Create account opening and maintenance paperwork and follow up to ensure completion
• Maintain investment account documentation
• Prepare transaction and cashiering paperwork for cash distributions and contributions
• Review, enter, and maintain client financial information across multiple software platforms
• Support systems including RedTail, Addepar, eMoney, and Albridge
• Ensure new accounts and transactions are processed accurately, efficiently, and on time
• Assist with additional administrative and client service responsibilities as needed

Requirements

• Bachelor's degree or higher
• Strong commitment to providing exceptional client service
• Friendly, flexible, and professional attitude
• Genuine interest in supporting and building relationships with clients
• Excellent organizational and time management skills
• Self starter with strong problem solving and independent thinking skills
• Excellent verbal, written, and interpersonal communication skills
• Interest in financial planning and investment advising
• Proficiency with Microsoft Office Suite
• CFP® or CFP® candidate preferred