This position is a 100% remote position ideally based in the Eastern Timezone.
The Senior Client Service Associate will be responsible for providing operational and service support to our client base. A successful candidate will need to think creatively, work in a fast-paced environment, and effectively prioritize. This position provides the opportunity to work in a professional business environment, expanding one’s expertise in the field of investment management with a recognized national leader in the investment consulting industry.
Our client is an independent Registered Investment Adviser that provides customized investment management solutions and comprehensive wealth management plans for institutional investors, individuals, and family offices. They are consistently recognized in the industry for sophisticated wealth management, research capabilities, and the delivery of an exceptional client experience.
RESPONSIBILITIES
Enhance the client experience by providing exceptional client service in various functions, including but not limited to new account opening, document completion, and resolving client inquiries
Execute money movement transactions for clients, as well as transfers to/from separate account managers and hedge funds/private investment funds
Proactively coordinate client service activities in conjunction with the advisory team
Organize materials for client meetings, as well as ad hoc requests
Actively participate in the firm’s compliance and efficiency efforts
Answer incoming calls and potentially join in on meetings
Perform other duties and tasks as requested
REQUIREMENTS
Experience in the Investment / Wealth Management industry.
Tamarac experience is a plus
Exposure to e-money / planning software is a plus
Strong attention to detail and organizational skills
Ability to self-start and think creatively
Strong communication, interpersonal, and problem-solving skills
Desire for continuous improvement
Strong proficiency in all Microsoft Office programs, specifically Excel, Word, and PowerPoint
Experience with Outlook and CRM applications is a plus
Professional demeanor and positive attitude
Proven ability to work in a team-oriented environment
Time-management skills
Energetic, positive attitude with the ability to operate in a dynamic, fast-paced environment
Discretion with confidential information
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