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Client Service Associate

3 months ago

Norfolk, United States Clearstead Full time

We are seeking a Client Service Associate at our Norfolk, Virginia wealth management firm. This position is responsible for providing administrative support to a Private Client Wealth Management Team.

This position requires a dedicated presence in the downtown Norfolk, Virginia office five days a week.

Position responsibilities:

Administration of alternative investments: tracking investments, coordinating tax documents and executing capital calls

  • Coordinate investment account activity at Schwab - opening and closing brokerage accounts, transferring assets, money movement, and general account administration
  • Administration of Quarterly Reports - organizing, tracking, mailing
  • Assists in office organization, filing, scanning of documents to the client directory and electronic file creation
  • Assist in the coordination and finalization of client meeting materials
  • Coordination of office activities - check log, weekly reports, etc.
  • Work in conjunction with office administrators to ensure a high functioning office environment for staff and clients
  • Completes other duties as assigned
Requirements

Essential skills and experience:
  • BS/BA degree in Business, Finance or related field, or equivalent experience
  • Experience with alternative investments is a plus
  • 1-3 years of relevant work experience in the investment, insurance or trust administration fields
  • Experience with Orion, Salesforce or Schwab systems is a plus
  • Ability to work under deadlines, manage multiple priorities, proficient time management, extreme attention to detail, excellent tracking and follow-through
  • Strong computer proficiency (e.g. Word, Excel, Adobe and Outlook)
  • Passion for client service
  • Excellent interpersonal and communication skills, written and verbal
  • Ability to collaborate and work well in a team environment
  • Commitment to company values
Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from all minorities.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

The qualified candidate can expect:
  • A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
  • The opportunity to join a growing firm that offers professional growth in an industry that is both dynamic and intellectually challenging
  • An opportunity to work with high-profile private clients and institutions across the country
  • A competitive base salary with an incentive bonus program
  • 401(k) Savings plan with company contributions
  • Health, Dental, Vision, and Long-term disability insurances
  • Generous paid time off program

We are Clearstead Advisory Solutions, a division of Clearstead Advisors, LLC...an independent wealth management and investment consulting firm headquartered in Cleveland, Ohio.

Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations.

There's a popular line at Clearstead, "There are no sharp elbows." Employees have a voice in driving our success through our innovative, team-based approach. By empowering employees with rewarding careers, ownership, and valuing their perspectives we foster a culture of collaboration. This helps us attract and retain strong and motivated individuals