Senior Client Services Associate

Job Summary

Providing operational and service support to clients, the full-time Senior Client Services Associate will enhance the client experience through account management, transaction execution, and coordination with advisory teams in a remote role based ideally in the Eastern Timezone.

Key responsibilities

• Enhance the client experience by managing new account openings, document completion, and resolving inquiries
• Execute money movement transactions and coordinate client service activities with the advisory team
• Organize materials for client meetings and participate in compliance and efficiency efforts

Required qualifications

• Experience in the Investment / Wealth Management industry
• Tamarac experience is a plus
• Exposure to e-money/planning software is a plus
• Strong proficiency in Microsoft Office programs, especially Excel, Word, and PowerPoint
• Professional demeanor with a positive attitude and strong organizational skills