Position Overview 

Primary responsibilities will include the account administration and service to the firm’s individual and institutional clients.

The ideal candidate is highly productive, process-oriented, and attentive to details. The role will require multitasking and the candidate will demonstrate the ability to act upon deadlines. They will also be reliable, maintain a team-oriented attitude, and be able to communicate and work effectively with multiple stakeholders, including: clients, custodians, management, and other departments. The candidate will share a desire to provide outstanding service to clients.

Core Responsibilities 

• Process client money movement requests (wire transfers, check requests, ACH transfers), confirm completion, and follow-up with client
• Open new accounts by preparing and processing both custodial and firm required documentation which includes the collection of client information
• Process client directives
• Act as client liaison between client and custodians, establish professional working relationship for all parties – client, custodian and firm
• Direct communication with prospects and clients (in person, Zoom, phone, email)
• Communicate with internal departments regarding client updates/changes
• Research and work to resolve client problems/issues as appropriate or assigned, recommend solutions and elevate as needed
• Maintain client data base (salesforce)
• Assist in the coordination/scheduling of client meetings
• Provide phone coverage, greet clients, distribute mail, as needed
• Perform projects and prioritize tasks
  
  

Qualifications 

Education & Experience: 

• Minimum of 5 years relevant experience in the financial industry, servicing both high net worth individuals and institutional clients.
• Excellent written, verbal and listening skills
• Motivated and self-starter
• A collaborative team player, able to work with and through others
• Client focused
• Strong IT skills
• Experience with Fidelity and Schwab platforms, a plus

 

Knowledge and Technical Skills: 

• Proficiency in Microsoft Office suite (Excel, Work, Outlook, One Note) and DocuSign 

Key Competencies: 

• Highly motivated with the ability to multi-task and work in a fast-paced, deadline-driven environment
• Exceptional attention to detail and accuracy
• Effective time management, prioritization of tasks, and overall organization are a must
• Strong written and verbal skills, including the ability to prepare materials clearly and effectively for senior-level audiences
• Strategic thinker that possesses excellent analytical, critical thinking, and problem-solving skills