Client Service Associate

3 days ago

Concord, United States The Colony Group Full time
Seeking the extraordinaryTM We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.

With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.

Join The Colony Group in making your everyday extraordinary

The Colony Group seeks a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. The Client Service Associate provides a high level and broad range of technical and client management support to a financial counseling team and assists in managing all aspects of a client relationship.

Primary responsibilities for this position include:
  • Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the company's custodians and initiating proactive follow-through on such action points;
  • Assisting the compliance and the wealth management teams with internal compliance and external requirements necessary for new accounts and assets;
  • Preparing and updating financial schedules and analyses, client presentations, and client meeting agendas;
  • Drafting and processing correspondence to clients and communicating with clients by telephone and email;
  • Assisting with the income tax return preparation process, e.g., scanning data, sending copies of returns to clients, etc. (location specific);
  • Interacting with spreadsheet-driven reports for the wealth management team and the company's clients; and
  • Maintaining electronic and physical records and files in an orderly fashion and updating client information into the company's databases;
  • Prepare, generate, and deliver quarterly reports and assist with billing;
  • Responsible for the daily cash and position reconciliations of clients' accounts, and the investigation and resolution of any resulting exception items;
  • Answering the phone;
  • Managing mail and supplies inventory;
  • Ordering coffee and snacks for office;
  • Retirement Plan Consulting Quarterly Reports;
  • Assist people in the office with DocuSign letters
Qualifications:
  • A Bachelor's degree with a minimum of 3+ years administrative experience in financial or professional services, or an Associate's degree with 8+ years of relevant work experience;
  • Familiarity with brokerage or registered investment advisory firm operations;
  • Strong mathematical aptitude; superb written and verbal communication skills;
  • Moderate understanding of investment products and investment operations is desired;
  • Solid analytical skills and attention to detail and organization;
  • Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology;
  • Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and
  • Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands;
  • Experience with Tamarac

$65-75k

*This is a Non-exempt

TCG made Investment News' highly selective list of the top 75 places to work for financial advisors: Best Places to Work | An InvestmentNews professional award (bestplacesforadvisers.com)

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