Senior Client Service Associate
3 weeks ago
Judson Group has partnered with a boutique wealth management firm located near Los Angeles in the search for a
Senior Client Service Associate . This candidate will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. The ideal candidate is passionate about client service, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy and expertise in all client deliverables.
Responsibilities:
Manage client needs in all aspects of service including opening/updating client accounts, money transfers, drafting documentation, and client communications
Act as a liaison between Advisors, clients, and custodians to process client requests and resolve issues
Manage the client onboarding process for UHNW clients
Maintain client data ensuring accuracy, security, and timeliness
Prepare various reports for client reviews and other miscellaneous meetings
Develop new ways to continuously provide the best service to the firm’s clients
Requirements:
Bachelor’s Degree; designations such as CFP, ChFC, FPQP a plus
5+ years’ experience with a financial services or RIA firm working with UHNW clients
Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination
Knowledge of back-office operations of a financial planning and investment management firm
Excellent technology skills: Typing proficiency, Word, Excel, PowerPoint a must
Experience various financial platforms including: Fidelity Wealth Central, Schwab Institutional, SalesForce, Addepar, Black Diamond, Envestnet/Tamarac, Orion, eMoney, and MoneyGuidePro
Ability to work independently, with little oversight, but with accountability to the client and the organization
Compensation:
Very competitive base salary, bonus, and benefits
Judson Group1059 Wealthy Street SE, Suite 201 Grand Rapids, MI 49506
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