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Client Service

2 months ago

Carlsbad, United States Tgg Accounting Full time

Client Service & Operations Associate:

Our client is an independent registered investment advisory firm that provides personalized financial planning and investment management services to individuals, families, and businesses. They are seeking a friendly, competitive, and driven perfectionist with strong communication and problem-solving abilities who enjoys responding with urgency to all client requests and taking on a variety of tasks to increase the companys capacity, efficiency, and effectiveness.

Overview: Create exceptional experiences for clients:

  • Field and respond to inbound client requests across multiple channels as the first point of contact with the firm.
  • Perform all required client support activities from updating beneficiaries at Schwab moving money for clients.
  • Prepare and process all new account paperwork and account maintenance paperwork.
  • Assist in the management of broker dealer operations and paperwork.
  • Coordinate with trading team and place simple trades when needed.
  • Assist with the RMD process.
  • Answer basic client questions related to their accounts.
  • Give clients access to eMoney and help them with any connection issues should they arise.
  • Familiar with Redtail CRM system to initiate and create workflows and run reports.
  • Ability to understand the financial planning process and learn planning software to coordinate and communicate with clients and financial planners.
  • Ability to learn and navigate Orion investment trading platform.
  • Maintain the firms training manual and ensure it is constantly up to date and accurate with the latest firm processes

Qualifications:

  • Bachelors degree preferably in business, accounting, finance, economics or related experience
  • 5+ year of experience in client service and/or operations in the financial services industry (preferably with an independent registered investment advisory firm)
  • Industry knowledge required, professional designations are a plus
  • Proficiency in Microsoft Office (required); experience with CRM, document management, and portfolio accounting software (preferred)
  • Experience in our tech stack a plus (Redtail, Holistiplan, eMoney, Charles Schwab, Orion, Calendly, Riskalyze, FP Pathfinder)

Employee Benefits:

  • 401(k) with company match, and profit sharing
  • Cash balance pension plan
  • Employer paid medical insurance
  • Flexible work schedule

For more information please send your resume to andy.sunter@tgg-accounting.com

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