Client Service Associate - 2/13 Strategic Partners

Hightower • Radnor, PA

9d • Onsite

About The Position

2/13 Strategic Partners is a financial advisory practice with 16 financial professionals in Wayne, PA, managing over $1.5 billion in client assets for approximately 350 families. The team specializes in financial planning and wealth management for corporate executives, business owners, and wealthy families. This role is part of a growth-focused team and offers a collaborative environment with a focus on professional growth.

Requirements

• Strong interpersonal skills: relationship builder; curiosity about people and their behaviors.
• Natural desire to be a problem solver.
• Ability to anticipate challenges and address them.
• Take pride in your attention to detail.
• Ability to manage changing priorities in a day, and set expectations with others.
• Experience in Word, Excel, PowerPoint, Outlook, and Adobe.
• Experience in Client Relationship Management system (Salesforce preferred).
• Experience in custodian platform (Schwab preferred).
• Bachelor's degree preferably in business, accounting, finance, economics, or related experience.
• You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Nice To Haves

• FINRA Securities licenses a plus

Responsibilities

• Prepare and process paperwork for client transactions, including opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, and communicating the status of transactions to clients and Advisors.
• Provide ongoing client account maintenance (e.g., all money requests, checks, wires, ACHs, regular periodic transfers, transfer of securities amongst accounts, special accounts, ongoing special client instructions).
• Work with partners and team members to respond to client requests.
• Oversight of client onboarding process from start to finish including preparation of documentation establishing accounts; funding and getting client invested.
• Proactive outreach to clients to share practice services, including their digital experience.
• Use CRM platform to manage and document all workflows.
• Participate in projects and internal working groups to ensure our client's needs are represented in practice plans.
• Provide support for advisors by answering phones and responding to client requests.
• Support Advisors and our practice with operational tasks.

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

What This Job Offers

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