What are the responsibilities and job description for the Office Services Associate position at Composition Wealth?
Job Description
We are seeking a skilled and detail-oriented Senior or Entry-level Client Service Associate to join our Seattle or Los Angeles office.
Key Responsibilities:
- Provide operational and administrative support to Client Advisors in their daily practices, developing strong relationships with our clients providing holistic and well-rounded care.
- 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.
- Gather, input, and maintain key client information in the CRM (Salesforce).
- Organize, track and lead team projects, seeing them through to a successful completion.
Requirements:
- 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.
- Proficient using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Salesforce experience preferred.
Benefits:
- Competitive compensation structure.
- Employer health savings account.
- Medical & vision insurance.
- Continuing education support.
