Client Service Associate

2 days ago

Richmond, Virginia, United States Cary Street Partners Full time

Job Summary

Cary Street Partners is seeking a highly organized and detail-oriented Client Service Associate to provide primary support to the Wealth Management Group. The ideal candidate will possess excellent interpersonal skills, be able to prioritize multiple projects, and take initiative on tasks.

Key Responsibilities

  • Maintain confidential and time-sensitive material.
  • Maintain various aspects of client accounts, including opening new accounts, processing and submitting documents, and initiation/filing of client Investment Consulting Agreement.
  • Maintain client hard copy and electronic files.
  • Handle alerts and action items from platforms.
  • Masters custodial, portfolio management, and customer relationship management software and platforms.
  • Provide client operational support, including entering trades and executing money movement.
  • Support Financial Advisor by preparing correspondence and commentary, client proposals, presentations, and spreadsheets.
  • Assist with client presentations, including preparing, assembling, and proofreading various documents for client books, PowerPoint and Excel documents for presentations, and marketing material and various forms.
  • Perform various clerical duties, including copying, printing, assembling, and binding of material for special projects as needed.
  • Schedule client meetings, maintain Financial Advisors calendar, book conference rooms, and order lunches, drinks, or snacks.
  • Oversee Black Diamond performance reporting and data aggregation.
  • Enter and maintain client information in Salentica, our client relationship management system.
  • Assist with data entry for investment plan and formal financial planning engagements.
  • Assist with formulation of policies and procedures regarding opening accounts, maintenance of client files, monthly preparation of information for client billing, and other operational functions performed on a regular basis.
  • Perform various administrative functions, including answering and directing incoming telephone calls, opening, dating, and sorting of incoming mail, preparation of outgoing US mail, courier or delivery service packages, ordering of supplies, and equipment maintenance.
  • Acquire licensing and build knowledge base to develop into an Associate Financial Advisor, gaining more client-facing responsibilities.

Requirements

  • 3+ years of prior experience preferred; however, culture-fit is paramount, and we are willing to consider those with less experience if they excel in the personal attributes noted below.
  • Background in professional services (finance, legal, tax, etc.) with operations or administrative experience preferred.
  • Strongly proficient in Microsoft Office Suite, with willingness to learn other industry-specific technology/custodial systems, as required.
  • Equivalent of a bachelor's degree or 4 years of college preferred.
  • Current SIE & Series 7 licenses or the ability/willingness to obtain these licenses within 12 months of employment. Other licenses could be required.

Personal Attributes

  • Collaborative team player with a positive attitude and growth mindset.
  • Possesses the drive and desire to grow into a financial advisor.
  • Ability to work effectively on multiple projects.
  • Unquestionable integrity and good judgment.
  • Ability to learn new processes quickly, take initiative, and multi-task with little supervision.
  • Excellent verbal and written skills.
  • Ability to organize and prioritize work with attention to detail.
  • Naturally curious and derives personal satisfaction from helping others.

Cary Street Partners is an equal opportunity employer and welcomes applications from diverse candidates. We participate in e-Verify and will submit your I-9 documentation to the federal government to confirm your legal eligibility to work in the United States.

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