Client Service Associate
Share
Job Location:
Boston, NH - USA
Monthly Salary:
$ 70000 - 80000
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
Primary Responsibilities:
Frequent custodian interaction & paperwork processing.
Process account openings prepare client forms facilitate account funding deposit electronic checks execute money movements and process tasks with Custodians.
Custodian Paperwork/Docusign envelopes Alerts and new account setup in various systems (including Orion)
Develop knowledge of investment accounts products and the forms required to transact business.
Responsible for data maintenance reporting and process improvement initiatives.
Ongoing maintenance and quality control of CRM (Salesforce) and Portfolio Management System (Orion).
Resolve questions/issues as needed.
Managing year-end RMD process.
Other duties as assigned
Required Qualifications:
Bachelors degree in finance or related field preferred
0-2 years of experience working in Wealth Management
Strong written and verbal communication skills; ability to interact professionally with both team members and clients
Exceptional attention to detail and organizational skills; highly reliable proactive and selfmotivated
Series 65 or equivalent certification (or willingness to obtain)
Bookkeeping experience and familiarity with QuickBooks preferred
Compensation Range:
$70000 - $80000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below isa glimpse of the key elements of our total rewards package:
Health dental and vision insurance day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financialassistancefor advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures perspectives and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race religion national origin sex sexual orientation age veteran status disability status or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to Applicants must be authorized to work for any employer in the U.S.
Required Experience:
IC
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
About Company
Financial Management for Individuals, Businesses, and Nonprofits
