Senior Client Services Associate - Investment / Wealth Management
Senior Client Services Associate - Investment / Wealth Management
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Job Description
This position is 100% Remote in the United States with a preference for someone in Central / Eastern Time.
The Senior Client Service Associate will be responsible for providing operational and service support to our client base. A successful candidate will need to think creatively work in a fast-paced environment and effectively prioritize. This position provides the opportunity to work in a professional business environment expanding ones expertise in the field of investment management with a recognized national leader in the investment consulting industry.
Our client is an independent Registered Investment Adviser that provides customized investment management solutions and comprehensive wealth management plans for institutional investors individuals and family offices. They are consistently recognized in the industry for sophisticated wealth management research capabilities and the delivery of an exceptional client experience.
RESPONSIBILITIES
- Enhance the client experience by providing exceptional client service in various functions including but not limited to new account opening document completion and resolving client inquiries
- Execute money movement transactions for clients as well as transfers to/from separate account managers and hedge funds/private investment funds
- Proactively coordinate client service activities in conjunction with the advisory team
- Organize materials for client meetings as well as ad hoc requests
- Actively participate in the firms compliance and efficiency efforts
- Answer incoming calls and potentially join in on meetings
- Perform other duties and tasks as requested
REQUIREMENTS
- Experience in the Investment / Wealth Management industry.
- Strong attention to detail and organizational skills
- Ability to self-start and think creatively
- Strong communication interpersonal and problem-solving skills
- Desire for continuous improvement
- Strong proficiency in all Microsoft Office programs specifically Excel Word and PowerPoint
- Experience with Outlook and CRM applications is a plus
- Professional demeanor and positive attitude
- Proven ability to work in a team-oriented environment
- Time-management skills
- Energetic positive attitude with the ability to operate in a dynamic fast-paced environment
- Discretion with confidential information
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Required Experience:
Senior IC
Employment Type
Full-Time
