Client Service Associate

Our client is a rapidly growing wealth management firm seeking a Client Service Associate to provide exceptional client experience, create efficiencies, and support the wealth advisor team.

Requirements

• Provide organizational support to the wealth advisor team.
• Develop and maintain processes to leverage the advisor team's time.
• Assist with scheduling meetings and task management.
• Consistently track and proactively communicate progress on open items.
• Organize and maintain client data, firm documents, and compliance-related files.
• Deliver an exceptional client experience in every interaction.
• Respond expediently to inquiries from clients, their attorneys, and their CPAs.
• Work to effectively manage client expectations.
• Become an expert in working with Salesforce and Charles Schwab.
• Develop a working knowledge of account types, account transfer procedures, and processing of custodial transactions.
• Create, process, track, and troubleshoot account-related paperwork required by Schwab.
• Learn how to create client materials and extract data from Tamarac.
• Utilize our CRM program, Salesforce, for reports and client communication, and to maintain client information.
• Competency in all aspects of the Microsoft Office suite and the ability to learn new software and technologies.

Benefits

• 401k with match
• PTO policy: 15 days off in the first 12 months of employment, and then unlimited PTO policy going forward.
• NYSE holiday calendar (10 days)
• Close the office for an extra day around July 4th and the day after Thanksgiving.
• Generous parental leave policy: 3 months paid, prorated based on days employed in the first 12 months.