Client Service Associate

3 weeks ago

Richmond, United States Commonwealth Retirement Advisors Full time

Our Mission:

At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering unparalleled service. Our team's diverse expertise, coupled with our firm's size, ensures that each client receives personalized attention at every step.

About the Role

We're in search of a dedicated and enthusiastic Client Service Associate to play a vital role in supporting our team and managing client tasks and relationships in our firm. As our firm continues to grow, this role offers an opportunity to fully engage with all aspects of client service.

If you're a driven and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this opportunity.

Key Responsibilities:

  • Manage account operations activities including but not limited to: paperwork for new accounts, paperwork for existing account maintenance (beneficiary updates, contact information changes, etc.), estate settlements, and serve as a liaison between our RIA and our custodian.
  • Manage the tracking of custodian cash management, money transfers, and other account related tasks.
  • Answer inbound client calls to assist with account servicing needs and advisor scheduling. Make outbound calls to clients for service-related discussions or other firm directed communications.
  • Assume ownership of time sensitive client promises/requests to make certain they are done on time and accurately.
  • Independently maintain and keep up to date firm databases such as but not limited to: required minimum distributions, compliance logs, etc. Periodic reporting of these databases may be required as directed by the firms leadership.
  • Continuous logging of client interactions and service in our CRM so all firm operations have a clear log.
  • Manage long term client specific projects as assigned while meeting all required deadlines.

What We're Seeking:

  • Bachelor's degree and/or equivalent financial services experience
  • A candidate committed to a long-term career in wealth management.
  • A proactive approach to tasks and willingness to take ownership of their responsibilities.
  • At least 2 years working in a Brokerage firm and/or Registered Investment Advisory firm.
  • In-depth experience with custodian platforms such as Charles Schwab, Fidelity, Raymond James, etc and CRM system such as RedTail.
  • Strong multitasking abilities, excellent attention to detail, and a knack for prioritizing tasks effectively.
  • Excellent interpersonal skills, a collaborative mindset, and a commitment to putting clients first, supported by ethical principles and reliability.
  • Strong focus on client service with the ability to communicate both verbally and written in a clear and concise manner.

Perks & Benefits:

  • Competitive salary of $65,000.
  • Potential for performance-based bonuses.
  • 50% employer-paid health insurance coverage.
  • Paid sick leave and holidays.
  • Opportunities for specialized professional development.
  • Clear paths for career advancement.
  • Positive and supportive work culture and management.
  • Complimentary snacks and beverages.
  • Clean and organized office environment. A new, and clean work environment
  • Realistic expectations and a healthy work-life balance.

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