Client Service Associate

2 weeks ago

New York, United States Advisor Business Solutions Full time

**Qualifications**:
Knowledge of investment and portfolio administration such as fund transfers and withdrawals, RMDs, capital gains, and losses, calculation of stepped-up cost basis, ACATs, new account documentation, and classification of securities. Experience with the Fidelity custodial platform is preferred.

**Responsibilities**:

- Engage and promptly addressing HNW client requests with “concierge role”
- Open new accounts, process client money movement requests
- Support operations manager with account requests, back-office support, preparing reports and special projects
- Support data gathering and planning requests for financial planner as needed
- Office team back up for administrative support, answering phones, follow up requests
- Flexibility to support team in operations, client servicing and planning
- Thoroughly document daily activity, follow up items and notes in CRM
- Fidelity custodian liaison for back-office processing requests

**Preferred Skills**:

- Excellent phone and client service skills
- Strong organization and management skills
- Ability to be accountable and finish tasks with little supervision
- Quick thinker, ability to make decisions and judgment calls independently
- Excellent attention to detail
- 5+ Years of Experience in Financial Services
- Strong computer skills in Excel, Microsoft Office Suite, and Junxure

**Required Education**:

- Bachelor’s Degree

**Job Type and Benefits**:

- Full-time
- Health, Vision and Dental
- Parking included (if applicable)

**Salary**: $75k - $95k Depending on experience

**About Us**

Advisor Business Solutions provides staffing, strategic marketing, and training services for financial services, government, and corporations nationwide. Our 20+ year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients.

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