Client Service Associate
About The Position
Primary Responsibilities: Frequent custodian interaction & paperwork processing. Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians (primarily Fidelity) Assist with ongoing client data management including tax, investment and other relevant information. Basic preparation and follow-up for client meetings. Prepare client forms and financial reports in advance of client meetings. Attend meetings to take notes and send a summary to both the client and the advisory team. Develop knowledge of investment accounts, products and the forms required to transact business. Assist with internal coordination across departments to ensure tasks/ follow up are completed in a timely manner. Responsible for cash transfers, wires, data maintenance, reporting and trading as needed. Ongoing maintenance and quality control of CRM (Salesforce). Receive client calls and resolve questions/issues as needed. Learn how to trade client accounts (e.g. buy and sell securities) Client specific report needs (tax documents, quarterly investment reports, etc.) Regular interaction with third parties and high net worth clients
Requirements
- Bachelor’s degree
- 0-5+ years of experience
- Demonstrate strong and effective communication, organizational and time management skills.
- Drive to learn
- Detail oriented
- Ability to work in a team based/collaborative environment.
- Must accept and thrive in a fast-paced, changing environment.
- Adherence to all compliance policies & procedures.
- Demonstrate the Cerity Partners culture.
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
Responsibilities
- Frequent custodian interaction & paperwork processing.
- Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians (primarily Fidelity)
- Assist with ongoing client data management including tax, investment and other relevant information.
- Basic preparation and follow-up for client meetings.
- Prepare client forms and financial reports in advance of client meetings.
- Attend meetings to take notes and send a summary to both the client and the advisory team.
- Develop knowledge of investment accounts, products and the forms required to transact business.
- Assist with internal coordination across departments to ensure tasks/ follow up are completed in a timely manner.
- Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
- Ongoing maintenance and quality control of CRM (Salesforce).
- Receive client calls and resolve questions/issues as needed.
- Learn how to trade client accounts (e.g. buy and sell securities)
- Client specific report needs (tax documents, quarterly investment reports, etc.)
- Regular interaction with third parties and high net worth clients
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
