Client Service Administrator/Office Coordinator

Curi RMB Capital LLC • Raleigh, NC

42d

About The Position

We are looking for a highly organized, customer focused individual to work as a Client Service Administrator / Office Coordinator (CSA/OC) in our Milwaukee office. In this role you will support the Wealth Management and Wealth Builder teams by executing a wide range of administrative responsibilities. You will have the opportunity to service from an administrative capacity, high net-worth individuals, while working in a team environment. Because the Client Service Administrator/Office Coordinator supports client-facing teams, you will have a significant impact on the client’s impression and trust in the firm.  Accuracy and timeliness of work and communications is critical for success in this role.

Requirements

• Undergraduate degree or equivalent work experience required.
• One or more years of experience in an administrative capacity preferred.
• Exposure to financial services preferred.
• Experience servicing customers and third-party vendors preferred.
• Experience in clubs, activities, sports, or any team-oriented experience.

Responsibilities

• Prepares and processes custodian and internal Compliance paperwork, such as new brokerage account applications and Client Agreements.
• Arranges delivery of paperwork for signature to clients and prospects through DocuSign.
• Organizes and maintains client electronic files.
• Responsible for diligent record keeping in the proper databases.
• Supports client-facing teams through routine account maintenance.
• Assists efforts to complete firm-wide administrative projects.
• Resolves complex custodial and third-party manager issues.
• Participates in ongoing administrative training.
• Effectively communicates with custodians, managers, team members, and other departments.
• Inventories office and kitchen supplies; orders when necessary.
• Maintains a clean and welcoming office area and kitchen.
• Prepares, reviews, and submits team expense reports.

Benefits

• Curi offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance.
• Other benefits for eligible team members include education assistance, 401(k) and employer match, short-term disability, long-term disability and flexible time off, 10 paid holidays, and summer hours.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees