Client Service Associate

**In order to be considered for this position, each applicant must complete the survey using the link below (cut and paste into another window):

https://portal.cultureindex.com/public/survey/general/985PTpuuc0

Job Description

We are seeking a highly organized, client-focused, and detail-oriented professional to join our growing independent advisory firm, serving our high net and ultra-high net worth clientele. The Client Services Associate role serves as a critical support partner for the firm’s advisors in a client facing capacity, delivering operational, and service excellence.

The ideal candidate thrives in a fast-paced environment, enjoys building meaningful client relationships, and takes pride in executing complex operational processes with accuracy and efficiency. This position offers a unique blend of financial planning support, client service, and operations management. A successful candidate will have opportunities to build service advisory duties, maintaining direct responsibility for client relationships.

Primary Responsibilities

• Implement financial planning recommendations by coordinating client onboarding, and new accounts for existing clients.
• Prepare and process account opening documentation.
• Facilitate transfers of assets and account consolidations.
• Monitor account transfer progress and proactively resolve issues.
• Communicate regularly with clients throughout the onboarding process.
• Execute client-directed money movement requests with a high degree of autonomy and accuracy.
• Process distributions, withdrawals, and deposits.
• Identify tax-efficient distribution strategies when appropriate.
• Coordinate domestic wire transfers and ACH transactions.
• Execute account journals and cash transfers.
• Process Required Minimum Distributions (RMDs) and Qualified Charitable Distributions (QCDs).
• Coordinate check requests and standing instructions.
• Verify client instructions and maintain proper documentation.
• Deliver exceptional service and operational support to existing clients and advisors.
• Respond promptly to client inquiries and service requests.
• Prepare and process beneficiary updates, address updates, and other account maintenance requests.
• Assist with seasonal tax-related requests.
• Update CRM and workflow systems accurately.
• Contribute to continuous improvement of client service processes.
• Firmwide phone group support, as needed.
• Other Service-related tasks and projects, as needed.
• Adherence to Koss Olinger Compliance Code of Ethics and Policies and Procedures within all tasks and projects.

Qualifications and Education

• Minimum Education Required- Bachelor’s Degree in Finance, Accounting, Economics, or related Business curriculum.
• 3 years of experience in financial services, wealth management, banking, or related field.
• Series 65 license or willingness to obtain.
• CFP® certification or CFP® candidate a plus.
• Strong organizational and project management skills.
• Exceptional attention to detail and follow-through.
• Excellent verbal and written communication skills.
• Strong client relationship management skills.
• Knowledge of retirement accounts and rollover processes.

Core Values

Koss Olinger strives to be, and is recognized as, a “Best Place to Work” company. Alignment with our core values and contributing positively to our company culture is expected of all employees at Koss Olinger.

Additional Notes

Role reports to Director of Client Solutions

**In order to be considered for this position, each applicant must complete the survey using the link below (cut and paste into another window):

https://portal.cultureindex.com/public/survey/general/985PTpuuc0