Associate Client Service Specialist IAR

2 months ago

Indian River Shores, United States Caelestibus Full time
Job DescriptionJob Description

Associate Client Service Specialist

Caelestibus Wealth Management is a rapidly growing advisory, we are a boutique Wealth Management firm that offers true investment advice, and a high level of client engagement. Our founder is an award-winning, million dollar round table Accredited Wealth Management Advisor located in Vero Beach, Florida. We pride ourselves on exemplary customer service, a wide range of solutions for clients and full financial and estate planning, and a helpful, enthusiastic team.

Our ideal candidate will possess the skills listed below, be curious, organized, conscientious, supportive, and self-motivated. Caelestibus is a highly collaborative environment, so our ideal candidate will also exhibit excellent communication skills and thrive on a small team. A detail-oriented candidate with superior multi-tasking abilities will have the best opportunities for flourishing.

Job Description

We are seeking a candidate with some experience to fill a full-time Associate Client Service Specialist position within our firm. The position will expose the chosen candidate to many aspects of the wealth management profession. This will include portfolio administration and direct contact with clients (largely by phone and email, and eventual in-person meetings). Training will be provided as required in these areas, but the candidate must have excellent writing and computer skills and working knowledge of the industry. Experience with Portfolio Reporting Systems (Tamarac, Axys, Black Diamond, Orion, etc.) and CRM Systems (Salesforce) is a plus, as is prior experience servicing clients at custodians such as Charles Schwab and Fidelity. (We do utilize Fidelity as our Client Custodian)

Job Responsibilities

  • Process paperwork for clients to update accounts, open accounts, and provide general account maintenance at our custodians.
  • Oversee onboarding of new clients, including account opening, transfers, system updates, and coordinating with clients in a friendly, knowledgeable manner.
  • Maintain the CRM with accurate client information, updating when necessary.
  • Assist with answering the phones and responding to emails.
  • Support other staff in the upkeep of our document archiving system, including indexing, retrieval, and organization.
  • Work with our custodian/RIA back office to ensure timely and accurate processing of client tasks, including account maintenance, account opening, distributions and withdrawals, deposits, and transfers.
  • Keep accurate, detailed notes of all ongoing tasks in our CRM.
  • Communicate with clients and custodian(s) regularly for follow-up or to assist internal staff with client service-related issues.
  • Open and maintain accounts in our Portfolio Management System to ensure accurate reporting and billing.

Ideal Candidate Skills

  • Series 65 or 66 strongly preferred, but all will be considered. a Series 65 will be required within 6 months of hire.
  • 2-15 FL insurance license preferred but not required
  • Bachelor's degree from a 4-year institution in a relevant business majors are preferred, but all will be considered.
  • Relevant job experience is highly preferred, but all will be considered
  • Strong knowledge of Microsoft Office and related business productivity tools.
  • Ability to manage competing priorities in a timely fashion.
  • Experience with Orion (or other portfolio reporting systems) and Salesforce is a huge PLUS

 

Company DescriptionOur primary business consists of managing the investment accounts of high-net-worth individuals and Trusts. As a fee-only firm, there are never any conflicts of interest regarding our investment recommendations. Portfolios are typically managed on a discretionary basis using a variety of in-house investment strategies. Additionally, we offer financial planning to our clients at no extra charge. A hallmark of the firm is its ability to combine cutting edge technology and personalized service to meet the varied investment needs of our clients. Our services include a personal relationship with our portfolio managers and financial planners at no additional charge. We believe this commitment to client service is essential and fosters a much stronger relationship than the typical firm is able to offer. We pride ourselves on truly acting as holistic planners.Company DescriptionOur primary business consists of managing the investment accounts of high-net-worth individuals and Trusts. As a fee-only firm, there are never any conflicts of interest regarding our investment recommendations. Portfolios are typically managed on a discretionary basis using a variety of in-house investment strategies. Additionally, we offer financial planning to our clients at no extra charge. A hallmark of the firm is its ability to combine cutting edge technology and personalized service to meet the varied investment needs of our clients. Our services include a personal relationship with our portfolio managers and financial planners at no additional charge. We believe this commitment to client service is essential and fosters a much stronger relationship than the typical firm is able to offer. We pride ourselves on truly acting as holistic planners.

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