Client Services Associate

Job Summary

A company is looking for a Client Services Associate - Wealth Management.

Key Responsibilities:

• Assist with new account openings, cashiering, ACH transfers, and maintaining account records
• Answer phones, greet clients, and manage calendars for multiple Wealth Advisors
• Analyze reports and prepare client documentation, including reconciling performance reports

Required Qualifications:

• Familiarity with back office and custody services, preferably with First Clearing or Fidelity
• Experience in a similar role for a Registered Investment Advisor
• Understanding of Wealth Management industry terminology and concepts
• Strong organizational and prioritization skills
• Ability to work independently to research and resolve client issues