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We are a well-respected Registered Investment Advisory (RIA) firm seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. This role is critical in providing exceptional administrative, billing, investment, and client support services. If you have a passion for finance, a knack for meticulous administrative tasks, and a commitment to excellence in Client Service, we invite you to apply.
What You’ll Do
- Efficiently handle address changes, online account access setup, and account information updates.
- Prepare and dispatch paperwork for account openings, updates, and other miscellaneous requests, including but not limited to, electronic contributions to Individual 401ks, mutual fund DTC transfers, and auto mortgage payments.
- Collaborate with third parties to update titles on external accounts.
- Prepare and process billing documents, including PV AMA or Addendums.
- Enter client information into the CAS system as a KYC, ensuring accurate agreement data entry.
- Generate, send for signature, and upload documents for approval, maintaining a keen eye on the billing process for new accounts.
- Assist in the opening of new accounts, account retitling, and setting up of account features such as margin and ACH.
- Handle ACATs, monitor transfers, and execute money movements including ACH, wires, and checks.
- Manage correspondence with clients for document signings and approvals via DocuSign and email.
- Support the processing of alternative investment paperwork, check deposits, mutual fund dividend options, and account statement requests.
- Engage with clients to fulfill service requests, update account preferences, and ensure overall satisfaction with our services.
- Assist in the management of annuities, investment reviews, and financial plan presentations.
- Bachelor’s degree in Finance, Business Administration, or a related field.
- Previous experience in a Client Service role within a financial services or investment advisory firm is highly desirable.
- Proficiency in using financial software and systems, with a strong ability to learn and adapt to new technologies.
- Excellent organizational, communication, and interpersonal skills.
- A strong commitment to client confidentiality and ethical conduct.
- A collaborative and supportive work environment.
- Opportunities for professional growth and development.
- Competitive salary and benefits package.
- Annual salary is $50,000 - $55,000
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
