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Client Services Associate

1 month ago

Reston, Virginia, United States Innovations PSI Full time

We are seeking a highly organized and detail-oriented Client Services Associate to join our team at Innovations PSI. This role focuses on providing exceptional client service and support, with a strong emphasis on back-office administrative tasks and direct client interaction.

Key Responsibilities:

  • Manage client service requests, including account maintenance, ACH transfers, and ACAT processing.
  • Support clients by assisting with paperwork, document submissions, and routine inquiries.
  • Collaborate with client service teams to prepare for client meetings and handle service requests with custodians.
  • Assist with opening/reregistering accounts, stock option exercises, processing RMDs, and managing asset transfers.
  • Contribute to quarter-end client reporting, producing and reviewing client reports.

Requirements:

  • 3+ years of experience in wealth management, brokerage, or investment advisory.
  • Bachelor's degree strongly preferred.
  • Familiarity with custodians such as Schwab, Fidelity, and Pershing.
  • Experience with Orion Advisor Technology is a plus.
  • Strong organizational skills, attention to detail, and ability to manage priorities independently.
  • Excellent communication skills, both verbal and written, with a professional demeanor.

Salary: $80,000 - $90,000