What are the responsibilities and job description for the Client Services Administrator (Wealth Management) position at Precision Private Wealth?
Overview
We are seeking a Client Services Administrator with experience supporting advisors in a wealth management or financial planning environment. This role is responsible for client account administration, financial transactions and delivering exceptional client service.
Responsibilities
- Serve as the primary contact for client service requests and follow items through completion.
- Process financial transactions, including ACH transfers, distributions and account transfers.
- Open and maintain retirement and non-retirement investment accounts (IRA, Roth IRA, Trust, Individual/Joint Brokerage, etc.).
- Prepare account paperwork and client documents for e-signature.
- Schedule client meetings and assist with meeting preparation.
- Maintain accurate client records in Salesforce.
- Work with custodians, broker-dealers, annuity providers and internal teams to resolve client requests.
Qualifications
- 2–5 years of client service or operations experience within a wealth management, RIA, broker-dealer or financial planning firm.
- Experience opening investment accounts and processing account transfers and money movement.
- Understanding of retirement and non-retirement account types.
- Experience with CRMs, such as Salesforce or Redtail.
- Highly organized, detail-oriented, resourceful and committed to providing exceptional client service.
Company Benefits/Perks (Starting after 6 months)
- Retirement Plan (SIMPLE IRA)
- Health Insurance
- Dental Insurance
- Paid time off
- Flexible schedule options
All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have U.S. residency at the time of application.
Pay: $32.00 - $35.00 per hour
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Retirement plan
Application Question(s):
- Do you plan to work for at least 8 more years?
- Do you have experience working in the financial services industry?
- Have you processed move money requests for clients before?
- Do you have any experience using AI?
- Are you comfortable with a role that only requires 28-32 hours per week?
Work Location: Hybrid remote in Wellesley Hills, MA 02481
Salary : $32 - $35