Client Service Associate – Wealth Management

We are a growing independent Registered Investment Advisor (RIA) dedicated to delivering a premier wealth management experience. While our advisors focus on financial planning and client relationships our operational infrastructure is the engine that makes it all possible. We believe exceptional client service extends beyond conversations with advisors. It requires efficient systems accurate execution and a team committed to delivering a seamless experience from start to finish.

As our Client Service Associate youll wear two equally important hats. First youll serve as a key point of contact for day-to-day client service needs assisting with account maintenance money movement requests scheduling paperwork and routine client communication. Second youll take ownership of the operational processes that keep the firm running smoothly from account administration and custodial relationships to workflow management billing and process improvement. You will not be required to sit in client meetings or manage client relationships. Instead youll partner closely with our advisors by ensuring client requests are handled promptly operational tasks are completed accurately and our internal systems continue to support a high level of service. This is a fully remote position. Candidates residing in the New York City Metro Area will be given priority as travel will be expected a few times each year for occasional team meetings and client events.

Main responsibilities for the position include:

• Client Service & Advisor Support: Serve as a primary point of contact for day-to-day client service requests support advisors with account administration and follow-up and help deliver a seamless client experience through timely communication and accurate execution
• Account Management: Process new account openings transfers money movement distributions beneficiary updates account maintenance and other custodial paperwork while ensuring accuracy and timely completion
• Operations & Workflow Management: Manage operational workflows through Hubly monitor outstanding tasks document procedures and identify opportunities to improve efficiency as the firm continues to grow
• Custodian & Vendor Relationships: Coordinate with custodians and third-party partners including Schwab TIAA GeoWealth New Yorks 529 College Savings Program and other vendors to resolve account issues support implementations and maintain smooth day-to-day operations
• Billing & Systems: Support quarterly billing and reporting within GeoWealth by auditing fee schedules resolving discrepancies and identifying opportunities to improve operational efficiency
• Process Improvement & Quality Control: Help strengthen the firms operational infrastructure by maintaining accurate records ensuring consistency across processes supporting technology initiatives and contributing ideas that improve the client and advisor experience
• Other Responsibilities: Perform other duties responsibilities and special projects as assigned to support the evolving needs of the firm

The ideal candidate:

• Bachelors degree highly preferred or equivalent work experience
• Minimum of 2-4 years of client service or operations experience with an RIA environment
• Experience using Hubly (or a strong aptitude for building financial workflows and checklists) is highly preferred
• Strong familiarity with Schwab Advisor Center is required. Experience with TIAA 529 plans or Fidelity Wealthscape is a major plus
• Proficient with Wealthbox (or similar CRM) GeoWealth Microsoft Office and other financial technology platforms
• Excellent organizational communication and time management skills with exceptional attention to detail
• Enjoy improving processes building efficient systems and taking ownership of your work in a collaborative remote environment

Compensation & Benefits

• Salary Range: $75000-$90000 base salary (commensurate with experience)
• Bonus opportunity
• 401(k) retirement plan with company match
• Paid time off and paid holidays
• Fully remote work environment with significant growth opportunities
• Please note: We do not currently offer employer-sponsored health insurance

Required Experience:

IC