Job Description

SlateStone Wealth is seeking an experienced Full Time Client Service Associate.  Individual must be a self starter, detailed oriented with good communication skills.

You will be working with high net worth individuals. Responsible for new account opening process through funding of account, maintenance, and cashiering. You will be the liaison between Client/Advisor and the custodian.

You will perform admin work for your advisor and work on projects for the firm.

RESPONSIBILITIES:

• Prepare & process new account paperwork, maintaining required client records and any necessary notes in our CRM.

*  Prepare & process money movement and client service requests

*  Provide timely follow-up on all client requests

*  Admin duties include scanning in documents received from clients, preparing quarterly client mailing.

*  Support and report to Operations Manager

KNOWLEDGE, SKILLS & ABILITIES:

*  Solid industry work experience

*  Proficiency in all Microsoft Suite of Products (Excel, Word, Teams, PowerPoint)

*  CRM experience

*  Custodian experience, Charles Schwab a plus

• Excellent communication skills

*  Self starter, problem solver but a team player

*  Ability to organize and prioritize your workload

*  Preferably a minimum 5 years experience in client services

Location

                This is an on site, in office position located in Jupiter, Florida