Client Service Associate
4 weeks ago
The Colony Group is a leading financial advisory company that seeks to make a meaningful impact in the lives of its clients and team members. With a rich history dating back to 1986, our company is driven by a vision to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives.
Job SummaryWe are seeking a highly motivated and qualified Client Service Associate to join our team. The ideal candidate will have a strong academic background, excellent communication skills, and a passion for delivering exceptional client service.
Key Responsibilities- Provide technical and client management support to our financial counseling team
- Assist with the preparation of account applications, asset-transfer forms, and client-specific requests
- Communicate with custodians and initiate proactive follow-through on action points
- Prepare and update financial schedules and analyses, client presentations, and client meeting agendas
- Draft and process correspondence to clients and communicate with clients by telephone and email
- Assist with income tax return preparation, scanning data, and sending copies of returns to clients
- Interact with spreadsheet-driven reports for the wealth management team and clients
- Maintain electronic and physical records and files in an orderly fashion and update client information into our databases
- Prepare, generate, and deliver quarterly reports and assist with billing
- Responsible for daily cash and position reconciliations of clients' accounts and investigation and resolution of any resulting exception items
- Bachelor's degree with a minimum of 3+ years of 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 and 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
- Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands
The Colony Group offers a dynamic and collaborative work environment, a competitive salary range of $75-80K, and a comprehensive benefits package. We are committed to attracting, developing, and engaging 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.
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Client Service Associate
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