Senior Family Office Associate
4 weeks ago
At BCI - Brokerage Consultants Inc, we are seeking a highly skilled Family Office Services Manager to join our team. The ideal candidate will have a strong background in client relationship management and a proven track record of success in a similar role within the financial services industry.
Key Responsibilities:
- Supervise the Family Office Group Service/Administration team
- Support day-to-day activities of the Service/Administration team and manage client service request logs for the business unit
- Be the first point of contact between clients and the firm
- Respond to client inquiries, answer questions, and resolve issues
- Schedule advisor/client meetings
- Create new accounts and transfer funds; complete onboarding process; obtain and process all client information and transactions; maintain client records
- Compile and update documents and contracts
- Outreach to potential new clients
- Follow firm protocols/procedures in responding to phone calls/emails and ensure regulatory rules are met
- Expedite serious issues to management for prompt resolutions
- Draft written communication on behalf of advisors
- Build positive client relationships through following up, checking in, and soliciting feedback
- Anticipate client needs and proactively intervene to meet them
- Perform administrative and clerical duties as needed
Requirements:
- Bachelor's degree
- 5+ years of experience in a similar role within the financial services industry
- Familiarity with various types of securities investments, broker-dealers, and financial regulations
- Exceptional customer service/relationship management skills; excellent written and verbal communication skills; tech savvy; self-motivated; multi-tasker able to prioritize; attentive; knows when to ask questions and seek guidance
- Charles Schwab Advisor Center and/or Black Diamond experience highly preferred
- TD and DocuSign experience preferred
- Advanced skills in Microsoft Office Suite, specifically Excel
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