Client Service Associate
Client Service Associate
Posted on :
16-03-2025
Employer Active
1 Vacancy
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Job Description
- Spend approximately 80 of your time working with the firms operations team and 20 handling essential administrative tasks
- Complete and submit forms for new account openings address changes beneficiary updates and other custodial documentation for Charles Schwab and Fidelity Investments
- Actively maintain and update client records within our CRM system (Tamarac)
- Download upload and manage documentation within secure portals ensuring accurate filing and recordkeeping
- Scan copy and distribute materials to clients external professional contacts and internal staff via email or mail
- Assist with website updates and periodic social media campaigns to support the firms marketing efforts
- Answer and transfer phone calls greet clients and guests manage office supplies distribute mail and maintain a professional and welcoming office environment
- Collaborate with our Managed Service Provider (MSP) to ensure seamless technology operations and troubleshoot any ITrelated issues
- Collaborate in a team environment to deliver a seamless and integrated client experience
Qualifications:
- Associates degree in related field or equivalent experience highly preferred
- 13 years of progressive experience in the wealth management industry
- Familiarity with industryspecific software preferred
- Experience working with Charles Schwab and Fidelity Investments as custodians preferred
- Able to selfmanage prioritize and manage time effectively while following established processes and procedures
- A curious nature and a commitment to continuous professional learning and development
- Excellent communication (written and verbal) relationship building and organizational skills
Additional Details:
- Inoffice position based in Reston VA with ability to work from home one day a week after probationary period
- Base compensation of $55000$65000 depending on experience
- Bonus potential based on firm and individual performance
- 401(k) with a company safe harbor contribution and discretionary profit sharing
- Health insurance (medical dental and longterm disability)
- PTO and paid holidays
- Ongoing career development
- Defined career track with opportunities for growth
Required Experience:
IC
Employment Type
Full Time
Key Skills
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