Client Services Associate
6 days ago
The Client Service Associate at Hilltop Wealth Advisors plays a vital role in our team, serving as the primary point of contact between our clients and the entire team. This position requires a highly skilled and enthusiastic individual who can effectively communicate with clients, manage multiple projects, and provide administrative support as needed.
Key Responsibilities- Client and Firm Engagement
- Provide administrative support, including answering calls, managing contacts, scheduling appointments, producing reports, and creating presentation materials.
- Maintain and retain office files consistent with firm and professional policies and requirements.
- Support marketing and client events, including newsletters, blogs, social media, website updates, and office events.
- Conduct other administrative-related tasks and projects as needed.
- Send paperwork to clients using electronic signature systems while adhering to custodian compliance rules.
- Quality check and submit custodial items for processing. Support Compliance to maintain an effective and robust investment advisory compliance program.
- Conduct compliance program tests.
- Perform other compliance-related tasks and projects as assigned.
- Advisory
- Engage and support weekly prep for client meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings.
- Support client onboarding requirements for financial planning and investment management applications.
- Prepare and produce back-office support demands for basic client account requests.
- Support back-office initiatives and/or core projects that support Advisory teams.
- Gather and prepare necessary information for advisory meetings with clients.
- Experience and Education
- Bachelor's degree.
- Pursuit of Financial Paraplanner Qualified Professional (FPQP) Certification preferred.
- 0-4 years of experience in a financial services firm with an emphasis in either client services and/or operations.
- Leadership experience demonstrated through reporting structure or special projects.
- Experience with investments and financial planning applications preferred.
- Experience working with various custodial platforms preferred.
- Skills and Knowledge
- Excellent communication skills (verbal, written, and listening).
- General tech stack proficiency.
- Knowledge of RIA operations, regulations, compliance, and oversight.
- Demonstrates personal integrity, honesty, and can deal with confidential information daily.
- Ability to handle stress in an ever-changing investment market.
- Excellent time management and strong organizational skills.
- Ability to prioritize multiple tasks and anticipate potential problems.
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