Financial Services Associate

6 days ago

Albany, New York, United States The Colony Group Full time
Client Service Associate

We are seeking a highly motivated and detail-oriented Client Service Associate to join our team at The Colony Group. As a key member of our financial advisory team, you will be responsible for providing exceptional client service and support to our high-net-worth and ultra-high-net-worth clients.

Key Responsibilities:
  • Assist clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians.
  • Communicate with the company's custodians and initiate proactive follow-through on action points.
  • Assist the compliance and wealth management teams with internal compliance and external requirements necessary for new accounts and assets.
  • Prepare and update financial schedules and analyses, client presentations, and client meeting agendas.
  • Draft and process correspondence to clients and communicate with clients by telephone and email.
  • Assist with the income tax return preparation process, scanning data, sending copies of returns to clients, etc.
  • Interact with spreadsheet-driven reports for the wealth management team and the company's clients.
  • Maintain electronic and physical records and files in an orderly fashion and update client information into the company's databases.
  • Prepare, generate, and deliver quarterly reports and assist with billing.
  • Responsible for the daily cash and position reconciliations of clients' accounts, and the investigation and resolution of any resulting exception items.
Requirements:
  • A Bachelor's degree with a minimum of 3+ years administrative experience in financial or professional 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.
  • Moderate understanding of investment products and investment operations is desired.
  • Solid analytical skills and attention to detail and organization.
  • Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology.
  • Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills.
  • Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands.

The Colony Group is a leading financial advisory company that seeks the extraordinary in all that we do. We are driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. We put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people, and offering a culture where the needs of our employees and clients come first.

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