Client Service Associate/Senior Associate

Company Overview:

We are a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. We value integrity, excellence, and nimbleness.

Job Description:

You will provide operational and administrative support to Client Advisors in their daily practices, developing strong relationships with our clients providing holistic and well-rounded care.

Key Responsibilities:

• Act as a key point of contact for client issues and concerns
• Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements
• Execute money transfers, help facilitate trades and perform ad hoc client requests
• Work cross-functionally with investment, accounting and operational departments to ensure clients' needs are being met
• Generate and substantiate reports for meetings
• Gather, input, and maintain key client information in the CRM (Salesforce)
• Organize, track and lead team projects, seeing them through to a successful completion

Qualifications & Skills:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Experience with client service or administrative work in the financial services industry; 4 years of experience for the senior title
• Excellent communication and interpersonal skills (this is a client-facing role).
• Proficient using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Salesforce experience preferred
• Series 65 a plus
• We do not provide immigration-related sponsorship for this role.

Why Join Us?

• Competitive compensation structure
• 401(k) Plan with Employer matching
• Employer health savings account
• Medical & vision insurance
• Continuing education support
• We invest a lot of time, energy, and resources in our people.