Senior Associate, Client Support

1 month ago

Tewksbury, Massachusetts, United States Baker Tilly US Full time

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Responsibilities

The Senior Associate, Client Support supports a team of wealth advisors in serving client relationships. This position requires a broad understanding of financial markets, investment strategies and products, and can perform a wide range of client centric services. This position encompasses a wide range of responsibilities and duties in support of the wealth advisors' client engagements and confidential projects. The duties require the astute knowledge and experience in working on Security platforms such as Charles Schwab, as well as on wealth management platforms such as Black Diamond and/or Orion, Salesforce (CRM), eMoney (or simply financial planning tool) and paperless automation, such as DocuSign, SharePoint, and ShareFile. Strong excel skills are required.

Responsibilities

    • Client Onboarding and Account Maintenance
    • Filling out new client paperwork and following up about signatures
    • Updating new accounts and creating reporting groups, client portals, households (Salesforce, Orion, & eMoney)
    • Account updates, ongoing paperwork for account changes
    • Tax season: Gathering 1099s, K-1s and other tax related documents
    • Maintain client data in CRM system
    • Respond to client requests in a timely and professional manner
    • Perform investment, tax and personal planning research
    • Perform operation aspects on the Schwab custodian platforms
    • Arrange capital calls, wires and checks for clients
    • Helping clients manage margin and PALs (pledged asset lines)
    • Quarterly Reconciliation and Reporting
    • Reconciling client groups, producing reports and uploading them into client portal

Qualifications

  • Bachelor's Degree required in Personal Finance, Finance, Accounting or other relevant discipline
  • 3-5 years of related experience is preferred
  • Strong excel skills are required
  • Strong written and oral communication skills
  • Relationship management
  • Experience with the following platforms preferred
    • Schwab
    • Salesforce
    • eMoney
    • Orion
  • Time management skills
  • Self-motivated, highly driven and entrepreneurial personality

Additional Information

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