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Client Service Associate

2 months ago

Concord, New Hampshire, United States The Colony Group Full time
About The Colony Group

The Colony Group is a leading financial advisory company that seeks to make a meaningful impact on the lives of its clients and team members. With a rich history dating back to 1986, we are driven by a vision to be the premier financial services provider for individuals and institutions who value purpose, connection, and lifelong learning.

Job Summary

We are seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a key member of our financial counseling team, you will provide exceptional support to our clients and wealth management team, ensuring seamless execution of client relationships and financial operations.

Key Responsibilities
  • Assist clients and the wealth management team with account applications, asset-transfer forms, and client-specific requests, communicating proactively with custodians to ensure timely follow-through.
  • Support compliance and wealth management teams with internal and external requirements for new accounts and assets, ensuring adherence to regulatory standards.
  • Prepare and update financial schedules, analyses, client presentations, and meeting agendas, showcasing your analytical skills and attention to detail.
  • Draft and process correspondence to clients, communicating effectively via telephone and email, and assisting with income tax return preparation, scanning data, and sending copies to clients.
  • Interact with spreadsheet-driven reports for the wealth management team and clients, maintaining electronic and physical records, and updating client information in our databases.
  • Prepare quarterly reports, assist with billing, and reconcile daily cash and position statements for clients' accounts, investigating and resolving any discrepancies.
  • Provide exceptional customer service, answering phone calls, managing mail and supplies, and ordering office essentials.
Requirements
  • Bachelor's degree with 3+ years of administrative experience in financial services or an Associate's degree with 8+ years of relevant work experience.
  • Familiarity with brokerage or registered investment advisory firm operations.
  • Strong mathematical aptitude, superb written and verbal communication skills, and moderate understanding of investment products and operations.
  • Solid analytical skills, attention to detail, and proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
  • Ability to work in a fast-paced environment, juggling multiple tasks and demands, and experience with Tamarac.
Compensation

$65-75k per annum, with opportunities for growth and professional development within our dynamic organization.