Client Service Asociate

Ritholtz Wealth Management•Charlotte, NC

48d•Hybrid

About The Position

Client Service Associate Ritholtz Wealth Management is a $9+ billion, 100% employee-owned Registered Investment Advisory (RIA) firm headquartered in New York City with clients and employees across the country. We are a growing, cutting-edge RIA seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment and enjoy the challenges of providing exceptional service to our clients. Many RWM clients started as followers of the firm's substantial media and content footprint, which includes weekly podcasts that can be viewed on The Compound - YouTube. Our employees enjoy being part of a dynamic team, working with an innovative firm shaping the investing future. We provide better client outcomes through leading content & communication, technology solutions, and time-tested investment strategies. RWM has found its niche in reaching clients through entertaining and informative content and providing better solutions by taking on new opportunities, all while leaving its own personal footprint within the industry with conferences like the Future Proof Festival. This position is Hybrid with regular travel to our office for in-person collaboration. Applicants must be in the greater Charlotte area to be considered.

Requirements

Have a minimum of 1+ year's experience at an RIA/Wealth Management firm
Have experience working with major custodians in a professional capacity, such as Fidelity, Charles Schwab, and Altruist
Strong computer skills, including Salesforce, Microsoft Office Suite, G-Suite
Ability to commute/relocate: Charlotte, NC: Reliably commute or planning to relocate before starting work (Required)

Nice To Haves

You have client service experience working for an RIA
You pay attention to details
You are organized, and nothing falls through the cracks on your watch
You enjoy solving problems, taking on new challenges, and finding creative solutions
You enjoy helping clients achieve their financial goals
You write well, speak eloquently, and can explain just about anything to anyone
You think on your feet and love learning new things
You are motivated, driven, and always volunteering for new challenges
You are comfortable collaborating with diversified teams and roles
Experience using NetDocs & Docusign
Customer service: 1 year (Preferred)
RIA or Broker Dealer: 1 year (Preferred)

Responsibilities

Cultivating and enhancing new and existing client relationships through active communication, processing client requests, resolving inquiries, and providing guidance
Coordinating the client onboarding process, including opening brokerage accounts, establishing cashiering needs, setting up online reporting access, updating cost basis, tracking required minimum distributions, reconciling account information, and sending and receiving documents between clients and their advisors and investment custodians
Completing miscellaneous administrative tasks that support the client relationship as assigned by the Advisor and logging all activities in the firm's CRM promptly and accurately
Participating in special projects or assignments as needed to solve complex issues that may arise