Client Services Associate Wealth Management (First Clearing)
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Job Location:
Fairfax, VA - USA
Yearly Salary:
$ 90000 - 90000
Posted on:
12 hours ago
Vacancies:
1 Vacancy
Job Summary
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 IRAs 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.
#ZR
Required Experience:
IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
Simplex offers industrial solutions to a wide variety of regional manufacturers spanning a number of industries. Since it’s establishment in 2013, the firm has mainly manufactured CNC router machines for the Egyptian market by combining quality components with a highly personalized pr ... View more
