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The Client Service Associate acts as a critical team member and facilitator in support of Senior Investment Advisors and Analysts working with clients, their external advisors, and other internal partners. The overall goal is to serve clients' wealth management needs and to help the team operate effectively and efficiently. Within our highly-collaborative, team-based service model, you will have significant responsibility in a demanding and fast-paced environment.
A bachelor's degree, strong computer skills and 2-3 years of experience in professional services is preferred. The right candidate will be someone who:
Can learn quickly to do things they haven't done before
Dives in to get things done proactively
Takes in a lot of different kinds of information and then quickly and effectively sorts out what to do
Enjoys juggling multiple things at the same time and has excellent skills in prioritizing and moving through a variety of different tasks in a day
Act as a key facilitator and service provider for a broad variety of client matters.
Provide proactive and comprehensive administrative and client management support to the Senior Advisors and team
Serve as the Senior Advisor's project manager for prospects, onboarding and client administration
Manage the operational flow of onboarding new clients: contracts, applications (with our internal Service Team), ongoing information, asset transfer, document retention, and database/CRM management
Drive the administrative flow for assigned client and prospect meetings: Assemble meeting materials, complete client management workflows, generate quarterly performance reports , manage client billing and fee deduction
Track and support business development efforts; track incoming and outgoing referrals
Attend client meetings, as needed
Serve as the first point of contact for most ongoing client requests
Work collaboratively with custodians (such as Fidelity), our Service Team and other third parties to execute service requests and portfolio management tasks for clients and the team: distributions, cash balance alerts, deposits, tax payments, transfer of assets, verifications, private investment documentation, etc.
Communicate effectively with and both obtain/provide information from/to custodians, CPAs, and estate attorneys
Provide proactive and comprehensive administrative support
Manage complex calendars and client sensitivities to schedule client & prospect meetings and travel, thinking through and managing conflicts and priorities.
Be accountable for important details.
Manage organizational activities for Senior Advisors
Prepare and submit expense reports
Arrange travel (airfare, hotels)
Provide other support – printing, filing on server, contact management, calendar support, information gathering, etc.
Perform other duties as assigned or required.
Demonstrated interest in wealth management for families
Self-starter and proactive (i.e., anticipates problems, raises suggestions)
Comfortable working both independently and in a team structure
Comfortable working with senior stakeholders and sophisticated clients
High professional standards, judgment, and discretion at all times
Highly organized, very strong attention to detail, and ability to prioritize
Comfortable managing multiple parallel tasks
Accurate, organized multi-tasker
Professional communication skills, verbal and written