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