Client Services Associate

2 months ago

Tampa, United States LHH Full time

LHH has partnered with a growing Wealth Management Firm in Tampa, FL looking for a Junior Client Service Associate to join their team This is a direct hire opportunity with a salary range of $60-70K per year (plus bonus).


Summary of Expectations

The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of client operations including opening new accounts and account maintenance.


Responsibilities:

• Maintains confidential and time sensitive material.

• Maintains various aspects of client accounts including opening new accounts, processing and submitting documents, and initiation and filing of client Investment Consulting Agreement.

• Maintains client hard copy and electronic files.

• Handles alerts and action items from platforms.

• Masters custodial, portfolio management, and customer relationship management software and platforms.

• Provides client operational support, including entering trades and executing money movement.

• Supports Financial Advisor by preparing correspondence and commentary, client proposals, presentations, and spreadsheets.

• Assists with client presentations, including preparing, assembling and proofreading various documents for client books, PowerPoint and Excel documents for presentations, and marketing material and various forms.

• Schedules client meetings and maintains Financial Advisor’s calendar

• Assists with seminars through preparation and maintenance of invitee and attendee list, preparation and mailing of invitations and maintenance of responses and vendor relations concerning orders and logistics.

• Maintains information in the contact management system.

• Assists with formulation of policies and procedures regarding opening accounts,maintenance of client files, monthly preparation of information for client billing and other operational functions performed on a regular basis.



Qualifications:

• 2-3 years experience required

• Experience in professional services industry (finance, legal, tax, etc.) with operations or administrative assistant experience required.

• Strongly proficient in the Microsoft Office Suite, with willingness to learn other industry specific technology/custodial systems, as required.

• Equivalent of a Bachelor’s degree or 4-years of college preferred.

• Current SIE, Series 7, and Series 66 licenses preferred, but not required.

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