Client Service Administrative Associate

RWA Wealth Partners LLC • Newton, MA

5d • $50,000 - $60,000 • Onsite

About The Position

The ideal candidate will have a passion for providing back-office support for a busy and growing company. The role is multi-faceted, as the individual will be part of the Client Service Team and will also provide support to the main receptionist. This role will be based in our Newton office 5 days per week.

Requirements

• Bachelor’s degree with 1-2 years of related work experience
• Multitasking and organizational skills
• Customer service and communication skills

Nice To Haves

• Proficient at Salesforce, DocuSign, Excel, PowerPoint, and Word is a plus

Responsibilities

• Answers overflow calls as backup support to the receptionist
• Covers front desk and in office duties when receptionist is out of office
• Deposits daily incoming checks to client’s accounts
• Handles incoming and outgoing mail for the Client Service Team
• Scans client documents to the scanning repository CLM
• Covers for members of the Client Service Team as needed
• Provides help with reporting as assigned by a Client Service Manager
• Assists the Client Service Team with the daily account restrictions report
• Runs custodian (Fidelity, Schwab, etc.) reports as needed
• Performs data entry and account maintenance tasks in Salesforce
• Prepares paperwork for client account opening and maintenance items
• Helps with ad hoc projects as assigned by a Client Service Manager
• Other duties as defined by the Client Services Manager

Benefits

• discretionary bonus
• health
• dental
• vision plans
• employer 401(k) contributions

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level