This role is 100% remote and can be based anywhere in the United States though we have a preference for someone in EST or CST since you will be supporting a team based in Virginia.
Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family clients and is looking for a Client Services Associate to provide administrative and operational support to Wealth Advisors / Partners of the firm. The Client Services Associate assists with private clients daily needs.
They have a fun, open environment and are looking for someone who wants to be a part of their long term success.
Responsibilities:
- New account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account records, and preparing client communication.
- Answering phones, greetings clients, and maintaining calendars for multiple Wealth Advisors.
- Analyzing reports to determine the appropriate action to be taken on behalf of client accounts.
- Preparing and processing client documentation.
- Assisting in reconciling performance reports.
- Executing cashiering, money movement, and ACH requests.
Requirements:
- Must be familiar with First Clearing (Wells Fargo Clearing Services LLC) for back office and custody services.
- Experience in a similar role for a Registered Investment Advisor. Familiarity with the administrative side of servicing wealth management clients
- Understanding of the Wealth Management industry and terminology/concepts. Dividends, Capital Gains, IRA's, Opening accounts, etc
- Fun, energetic personality.
- Strong Customer / Client services orientation.
- Must have strong organizational and prioritization skills.
- Ability to work independently to research and resolve client issues.
- Licenses like 7, 11, 65 or 66 licenses are nice to have but not required.
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