Client Service Associate

Responsibilities

• Assist clients with account openings, transfers, deposits, and withdrawals
• Lead new client onboarding process
• Audit clients’ portals for broken links and missing data
• Track and confirm year-end RMDs and IRA contributions
• Coordinate proactive client touchpoints
• Compile and organize tax docs and client return preparation

Schedule client meetings and manage the firm’s calendar

• Maintain our CRM, ensuring meeting notes and docs are stored accurately
• Act as the primary point person for our custodians: Schwab and Fidelity

Requirements

• 2 years of financial services experience
• Ability to prioritize tasks, problem-solve, and meet deadlines
• Organization skills & attention to detail

Ability to anticipate client and advisor needs

• Ability to work independently while prioritizing projects and managing your time –
• Ability to learn and implement new technology and software
• Ability to
• communicate well
• Ability to follow office processes and policies related to office operations & client privacy

Salary range of

• $65K-80K, commensurate with relevant experience
• Great
• Work/Life Balance with a Monday-Friday Schedule
• Group Medical insurance
• Retirement plan with matching contributions
• Generous PTO
• Policy & Paid Holidays
• Small, cohesive team environment

Requirements

we do not micromanage and work in a collaborative environment

The Process

Qualified candidates will start the process by having a 15–30-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.