Client Services Associate

4 weeks ago


SaintAubinsurGaillon, Normandie, United States Hilltop Wealth Advisors, LLC Full time
Job OverviewThe Client Service Associate plays a vital role in supporting the success of our clients and the entire team at Hilltop Wealth Advisors, LLC. This position requires a proactive and enthusiastic individual who can effectively communicate with clients and team members, manage multiple projects, and prioritize tasks with attention to detail.

Key Responsibilities
  • Provide administrative support, including answering calls, managing contacts, and producing reports.
  • Maintain and retain office files, ensuring compliance with firm and professional policies.
  • Support marketing and client events, including newsletters, blogs, social media, and website updates.
  • Conduct other administrative tasks and projects as needed.
  • Send paperwork to clients using electronic signature systems, adhering to custodian compliance rules.
  • Quality check and submit custodial items for processing, supporting Compliance to maintain an effective investment advisory compliance program.
  • Conduct compliance program tests and perform other compliance-related tasks as assigned.

Advisory Support
  • 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.
Position Specifications
  • 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.

At Hilltop Wealth Advisors, LLC, we value teamwork, integrity, and excellent communication skills. If you are a motivated and detail-oriented individual who can thrive in a fast-paced environment, we encourage you to apply for this exciting opportunity.



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