Wealth Servicer

3 weeks ago

Pittsburgh, United States The Coury Firm Full time
Job DescriptionJob DescriptionSalary:

REPORTS TO

The Wealth Servicing Specialist will report directly to the Managing Director of Private Wealth or their designee.


LOCATION:

Pittsburgh, Pennsylvania


POSITION SUMMARY

The position of Wealth Servicing Specialist for The Coury Firm’s Private Wealth division (the “Firm”) is a core member of the Wealth team. The Wealth Servicing Specialist will be responsible for directly supporting the Firm’s Wealth Advisors on all aspects of client administration to ensure accurate and timely execution of client service-related matters. Key duties include account servicing, money movements and cashiering functions, data review and reconciliation, reporting, custodial and counterparty coordination, and general assistance with the Firm’s operational processes, procedures, and internal/external communication.

This position will need to work collaboratively with a group of Private Wealth personnel, including but not limited to Wealth Advisors, Wealth Planners, Wealth Strategists, other Wealth Servicing Specialists, and Senior Management to assist in the delivery of investment management, tax planning, comprehensive financial planning, risk management solutions, estate and succession planning, and other pertinent financial services.


ESSENTIAL DUTIES & RESPONSIBILITIES:

The key responsibilities and description of duties described below are not intended to be all inclusive:

▪ Participate in wealth planning team meetings and client meetings and work in tandem with wealth planners to resolve questions relating to client accounts and records.
▪ Prepare materials for client meetings by generating client portfolio reports, asset schedules, distribution charts, preparing and assembling account paperwork and any other supporting documentation.
▪ Process new business accounts, initiate account transfers, submission of deposits and money movements. Follow-up on all client service-related items to ensure accurate and timely execution of required forms and documents.
▪ Perform account service and maintenance including understanding the processes and procedures utilized by different custodians.
▪ Review and analyze daily data processing.
▪ Assist in the continual improvement of operational processes, procedures and internal team communication to ensure excellent client service.
▪ Perform data maintenance to ensure integrity of data.
▪ Prepare client reports.
▪ Execute cashiering functions.
▪ Develop effective custodial relationships.
▪ Other duties as assigned.


QUALIFICATIONS:

A Wealth Servicing Specialist at the Firm must possess the following qualifications:

• Bachelor's Degree, with two or more years related experience
• Series 65 or 66
• Knowledge of industry rules and regulations; Schwab or other custodial platform experience is preferred
• Possess exceptional professional verbal and written communication skills, including ability to interface in a professional, cordial, and confident manner
• Demonstrate strong organizational and time management skills to successfully manage multiple projects, workflows, and competing priorities
• Maintain the ability to maintain discretion in handling confidential information
• Ability to collaborate effectively and work well within a team structure
• Ethically driven with an unwavering client commitment
• Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, OneNote
• Proficiency in Portfolio Management Software and CRM systems


PROFESSIONAL QUALITIES & FOUNDING PRINCIPLES:

The Wealth Servicing Specialist at The Coury Firm must possess the following characteristics and principles:

  • Leadership: The ability to direct and contribute to initiatives and processes within the organization.
  • Ethical Practice: The ability to integrate core values, integrity, trustworthiness, and accountability throughout all organizational and business practices.
  • Effective Communication: The ability to effectively cooperate and exchange information with stakeholders, staff, and clients.
  • Critical Evaluation: The ability to interpret information to make business decisions and recommendations.
  • Global & Cultural Sensitivity and Effectiveness: The ability to value and consider the backgrounds and perspectives of all parties.
  • Relationship Management: The ability to manage interactions to provide service and to support the organization and its clients.
  • Business Acumen: The ability to understand and apply information that can contribute to the organization's strategic plan.


The Coury Firm has achieved success by adhering to the following Founding Principles (as listed below), which we instill in our team members every day. It is expected that all Firm employees consistently and continually adhere to these principles.

  • Unwavering Integrity: Be ethical and trustworthy in everything you do.
  • Tenacious Work Ethic: Always be prepared and at least one step ahead.
  • Selfless Service: Act with selflessness, caring, humility and passion.
  • Strong Leadership: Do what’s right, and not just what’s easy.
  • Devotion to Education: Be committed to personal and client continued education.




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