Job Summary
This Senior Client Service Associate will primarily assist Wealth Advisor(s). High integrity,attention to detail, excellent communication and enthusiasm for teamwork is key. The ideal candidate willunderstand that a positive attitude and efficiency in task management will be key drivers for success. We expectthis person to, with training, perform the following responsibilities:
Main Responsibilities:
- Perform clerical functions related to opening client accounts and ongoing account maintenance based onclient preferences and requests.
- Provide same-day responses to client requests.
- Tracking and monitoring incoming assets and reconciling as needed.
- Work with theWealthAdvisor(s) and the client in obtaining required documents for the account openingprocess.
- Demonstrate operational proficiency of the client technology systems by processing correctly boththe day-to-day business items and the ad hoc research needs within the client dictated time frames.
- Perform money management related requests such as wires, ACH, journals, dividend reinvestment, cashmanagement.
- Identify situations that need to be brought to the attention of theWealth Advisor(s) when necessary.
- Track, monitor and distribute tax documents and other requests made by the client's personal advisoryteam, such as CPA, lawyer, and other family office staff.
- Meet deadlines for Alternatives Investments to include completion of Subscription Documents and CapitalCalls.
Preferred Qualifications:
- Bachelor's Degree
- 5+ years of customer service or administrative experience
- Industry or Industry related experience
- Experience working with Ultra High Net Worth Families
- General understanding of the investment brokerage industry and securities knowledge
- Ability to organize and prioritize
- Excellent grammar and possess phone/office etiquette
- Strong communication skills both written and verbal
- Strong interpersonal skills
- Strong focus on providing exemplary client service
