Remote Client Service Associate

Summary

Join our team as a Client Service Associate and act as a liaison between clients, portfolio managers, custodians, and the operations department. This hybrid role involves working 3 days in office and 2 days remotely.

Requirements

• Bachelor's degree, preferably in business, finance or economics
• 2 years of industry experience, preferably with prior Private Wealth end-client exposure; CFA candidates preferred
• Must be detail oriented, possess strong organizational skills and work well under pressured time constraints while meeting strict deadlines
• Must be able to work well with all levels of management, possess good interpersonal skills, work independently and prioritize while handling several tasks at once
• Ability to communicate and perform in pressured situations in an efficient and professional manner
• Must demonstrate an ability and eagerness to learn about the financial industry as well as the particular philosophies and investment strategies of the company
• Must possess a curiosity for learning and improving upon all aspects of the position including technological and organizational strategies
• Prior experience with Black Diamond, Money Guide Pro and/or Schwab Institutional products is a plus
• Must be proficient in Microsoft office applications, including Word and Excel

Responsibilities

• Respond and resolve client requests/inquires on a timely basis
• Monitor new accounts, set-up, closing accounts, and transfers
• Oversee and review account performance, cash outflows and inflows
• Monitor asset allocation, cash balance, overdrafts, and investments
• Responsible for upkeep of client's permanent file
• Research performance issues
• Cash management
• Run daily, weekly, monthly reports
• Prepare and follow up for client meetings