Client Services Coordinator

1 day ago


Washington, Washington, D.C., United States Talently Recruiting Full time
Client Services Associate

Job Summary:

We are seeking a highly motivated and organized Client Services Associate to join our team. As a key member of our client services team, you will be responsible for providing exceptional support to our financial advisors and clients.

Responsibilities:

  • Coordinate with clients, advisors, and custodians to set up new accounts, transfer assets, and process money movements.
  • Coordinate with clients and advisors to schedule meetings using email, Salesforce, and calendar software, or Webex.
  • Prepare for client meetings by updating agendas in Word or Excel and running reports in our portfolio management software.
  • Proactively support advisors by anticipating client needs and enabling advisors to maximize their time.
  • Complete requests from advisors and clients within 24-48 hours, ensuring accuracy and effectively keeping everyone in the loop throughout the process.
  • Collaborate with a team-based environment where teammates help each other in times of heavy workload and work together to meet the needs of clients.

Requirements:

  1. 2+ years of experience in a client service role in the financial services industry.
  2. Robust PC knowledge, typing skills, and proficiency in Microsoft Office Suite.
  3. Ability to handle multiple priorities and requests from advisors and clients.
  4. Experience working daily with a workflow technology system.
  5. Prior experience with Salesforce.
  6. Bachelor's degree preferred.

About Us:

We are a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services. Our promise to team members is that you will grow with us, and we are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.



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