Client Services Associate - Onboarding
Client Services Associate - Onboarding
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Job Description
POSITION SUMMARY
As a member of Cassaday & Company a top wealth management firm in the country and Virginias #1 financial advisor you will join our team as a member of the Client Services Department.This position supports the firm by assisting new clients who are in the process of transferring their assets into Cassaday and Company making the process as smooth as possible. This position reports directly to the Director of Onboarding Strategies and has daily interaction with senior executives internal departments and our clientele.
Position offers top benefits and salary commensurate with credentials and experience.
RESPONSIBILITIES
Independently manage the account consolidation process of 30 households at a time for new clients in the onboarding process through:
- Establishing client profiles opening new financial accounts and preparing validation documents tailored to fit company specific formats.
- Working with clients our broker-dealer and contra firms to initiate monitor and reconcile incoming account transfers.
- Communicating action items consolidation progress and next steps to directly to clients on a daily basis.
- Maintaining a flow of communications internally on consolidation progress.
- Auditing the work of requests submitted to other institutions timely and accurate completion.
REQUIREMENTS
- 2 years of experiencein the wealth management industry
- Knowledge of standard account transfer systems and how to utilize them
- Knowledge of typical account registrations and the function restrictions and features of each.
- High level of service orientation exceptional interpersonal skills and the ability to interact with individuals at all levels of the organization.
- Excellent organizational skills to prioritize and complete work efficiently.
- The ability to manage multiple responsibilities and requests with competing deadlines in a fast-paced and high-performance work environment.
- Strong verbal communication skills to express ideas and thoughts in a clear professional manner.
- The ability to exercise independent judgement with minimal supervision and maintain a high degree of confidentiality regarding client affairs.
- Professional service-oriented demeanor with pleasant business-appropriate phone manners.
- Effective problem-solving skills to resolve routine client questions.
- The ability to follow instructions including a strong adherence to meet deadlines.
- Team player mindset willingness to do whatever is needed big or small.
ABOUT US
Cassaday & Company manages over $6 billion in assets for approximately 3100 households.
Since its inception in 1993 Cassaday & Company has been recognized for employee development community service as a best place to work as one of the fastest growing companies in the country and as one of the top wealth advisors in the United States by outlets such as Barrons Forbes Inc. 5000 Investment News Financial Times Washingtonian and more.
CASSADAY & COMPANY BENEFITS PACKAGE
- Healthcare options including medical dental vision life and disability insurance with majority of premiums paid by the firm
- 401(k) options
- Paid time off
- Telework options
- Health & Wellness Program including:
- paid gym membership
- quarterly & annual employee wellness events
- Paid parking in covered garage OR monthly public transit subsidy
- Tax-free Dependent Care Assistance and Education & Tuition Assistance programs
- Company-sponsored employee appreciation events
Required Experience:
IC
Employment Type
Full-Time
