Summary
Duties and Responsibilities
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Lead and maintain existing client relationships as primary point of contact for inquires related to account maintenance, cash management, distributions, and investment reporting
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Collaborate with wealth advisor, financial planner, and internal departments (operations, investments, billing, etc.) to ensure client requests are executed within defined service level agreements
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Research and resolve client issues leveraging internal support resources and/or escalate as appropriate to management
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Manage client meeting scheduling, preparation and participate as needed in client meetings, events and seminars
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Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing
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Coordinate new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls and proactive communication with clients
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Understand and adhere to outlined company policies and procedures to ensure client activities are handled with firm standards
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Track and document client interactions, activities and meetings in CRM, ensuring notes are input in a timely and compliant manner
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Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts and service providers
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Participate in team projects, business initiatives and engage in training and education opportunities as required
Qualifications
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Bachelor’s degree preferred, with a concentration in Business, Finance, Economics, or equivalent related experience.
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Ideal candidates will have 1-3 years experience working in investment advisory, asset management or a financial services company
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Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects and team members across the organization
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Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment
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Proficiency using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity, TD Ameritrade) is valuable
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
- 11 Paid Holidays + 2 Floating Holidays
- Unlimited PTO
- Paid Parental Leave
- Paid Volunteer Time
- Flexible Work Schedule
- Highly subsidized Health, Dental, and Vision Plans
- 401k Retirement Account with company match contributions
- Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
- Flexible Spending Accounts and Health Savings Accounts
- Employee Financial Education
- Employee Educational Expense Reimbursement
- Employee Charitable Donations
- Employee Referral Incentives
- Employee Team Building Activities
- Employee Assistance Program