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Client Service Associate
2 months ago
Vaco Memphis is looking to hire a Client Services Associate for a wealth management firm in East Memphis.
The CSA plays a pivotal role in maintaining and growing the company's client services. Reporting directly to the Chief Operating Officer, the CSA works alongside other client service and operational team members to develop institutional level processes that maximize a common and exceptional client experience throughout the firm. The CSA leverages each investment advisors' time to meet with clients and prospects in order that they can provide extraordinary experiences and investments for extraordinary individuals, families, and institutions. Finally, the CSA is responsible for creating an enthusiastic and comforting experience for all stakeholders in the business.
Responsibilities
Serve as a staunch advocate for clients, swiftly and enthusiastically addressing their concerns with diligence and expertise
Collaborate closely with operations team to proactively manage client issues and maintain robust communication channels
Work closely with Investment Advisors to create an institutional level process for each client that creates a common experience throughout the firm
Work together with the client service team to schedule, plan, and execute high-quality meetings for Investment Advisors
Foster a culture of collaboration and excellence within the team to ensure organizational success
Self-initiate new projects and recruit team members to facilitate growth that aligns with the mission and vision of the firm
Collaborate with other client service and investment advisor team members, ensuring consistency
Work closely with Asset Custodians (primarily Schwab) to resolve client issues including account-related issues, money movements, and other requests
Coordinate with Private Investment Fund Managers to circulate client documents and manage capital calls and distributions
Qualifications
Demonstrable experience in client services, particularly within financial services
Exceptional interpersonal and communication skills, with an ability to engage effectively with high-net-worth individuals and families
A disciplined, organized approach to managing schedules, meetings, and follow-ups
An enthusiastic and entrepreneurial individual that loves taking on and initiating new projects
Experience with Wealthbox, MS Office, Schwab Advisor Services is a plus
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