Job Description: Senior Client Service Associate
ATTN: Client Services Associates with experience with Charles Schwab and / or Raymond James
*** Work 100% remote ***
Our firm has recently enjoyed significant growth and is now looking to bring on a senior level, experienced Client Service Associate to support our growing team.
Compensation Package
- Starting base = $75,000
- Meaningful Bonus / Profit Sharing program designed to reward productivity and longevity with our firm
- Health insurance
- 401K & Company Match: Starting after 1 year
- A very positive and supportive work environment
- The ability to be 100% remote.
Job Description
Senior Client Service Associate
- Assist the team with all non-sales related functions: Opening new accounts, ACATs, money movement, etc.
- Prepare meeting documents and other materials.
- Schedule meetings for team utilizing our group’s various applications (Outlook, Salesforce, etc.)
- Respond to client questions regarding accounts, policies, and procedures.
- Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy.
- Process client requests (wires, checks, journals, etc.).
- Process client paperwork (including communicating directly with clients to obtain all information needed)
- Assist with establishing online access for statements, confirms, proxy materials and other services.
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm.
- Prepare client correspondence, obtain necessary management approvals and transmit.
- Other responsibilities as may be assigned.
Minimum Qualifications:
- 5 Years work experience as a Client Service Associate at either a Broker Dealer or RIA. This is a MUST.
- Excellent customer facing skills. Strong written and verbal communication skills
- The ability to accomplish a variety of tasks in an efficient, organized manner
- Strong follow-up skills
- Strong Microsoft Office competency (Outlook, Word, Excel)
Preferred Qualifications:
- Proficiency with: Salesforce, Orion and Riskalyze.
- Experience with administrating 401Ks.
- Experience with customer service at either Charles Schwab and / or Raymond James and / or Fidelity
Benefit Conditions:
- Waiting period may apply
- Only full-time employees eligible
This Company Describes Its Culture as:
- Detail-oriented -- quality and precision-focused
- Stable -- traditional, stable, strong processes
- People-oriented -- supportive and fairness-focused
Work Remotely
