Role Summary:  

We are seeking a dedicated, detail-oriented client service enthusiast with strong interpersonal skills and positive attitude to support our Advisors and their team in acquiring new clients and retaining existing ones.

Key Responsibilities:

  • Assist Advisors as the primary point of contact for our clients with day-to-day matters, paperwork and asset needs
  • Prepare and process all documentation related to new clients and on-going maintenance including account applications, transfer documents, alternative investments and other forms as required to ensure paperwork is current with regulations
  • Assist with internal and external compliance requirements necessary for new accounts and assets
  • Foster the client relationship by anticipating client needs, coordinating client meetings, and responding to client requests
  • Respond to daily custodial requirements/alerts or other notifications
  • Maintain the accuracy and integrity of electronic recordkeeping and update client information in the company’s databases
  • Handle cashiering and money movement requests including distributions and asset transfers
  • Validate and confirm client request to prevent fraudulent activity
  • Participates is cross training, as well as assisting with other operational functions as needed

Desired Skills & Experience:

  • A Bachelor’s degree preferred in a business related field
  • A minimum of 3-5 years of client services experience in financial or professional services
  • High accountability to ensure our member and team expectations are exceeded
  • Strong organizational skills with experience in delivering results in a fast-pace environment
  • Demonstrated ability to manage diverse relationships within a team and cross-functionally
  • Persuasive communicator demonstrated through clear written and oral communication and active listening
  • Lively, proactive and positive attitude
  • Proficiency in Microsoft Office Suite
  • Highest standards of ethical conduct expected

Competitive compensation and benefits offered commensurate with experience. References required. To apply to a current opening, please email your completed application and resume to