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Senior Account Management Associate
2 months ago
Join Dynasty Financial Partners, LLC as a Senior Account Management Associate and be part of a dynamic team responsible for the overall administration of the firm's turnkey asset management program (TAMP).
Job SummaryThe Senior Account Management Associate will report directly to the SVP, Head of Account Management, and is responsible for performing various duties in response to service requests and emails related to the onboarding and maintaining client accounts conducted through the department.
Key Responsibilities- Deliver excellent client service as a central point of contact for onboarding new accounts, changing strategies on accounts, and terminating accounts on the TAMP.
- Complete service requests that may include specific tasks associated with the setup and configurations of managed money accounts.
- Assist with the setup and ongoing client account program selection on the TAMP and participate in the duties related to the onboarding of new advisory firms and their clients.
- Evaluate, select, and apply appropriate procedures, processes, and techniques to specific assignments.
- Execute client account setup on the Investment Management Account platform and coordinate with the Managed Account team on manager setup.
- Collaborate with the Billing team on applicable account components to reflect proper configuration on the platform.
- Relevant BA/BS degree in business, finance, or other related field.
- 1-3 years of experience in financial services or applicable industry.
- Proficient in using MS Office, which is required for Word, PowerPoint, and Excel (pivot tables, macros, etc.).
- Prior experience with DocuSign, Salesforce, and Quip preferred.
- Prior experience with Wealth Management Software (Addepar, Black Diamond, Envestnet, Folio, etc.) is ideal.
- Ability to analyze information and make analytical decisions.
- Proven communication skills (both oral and written).
- Strong attention to detail to ensure quality standards are met without impairing workflow.
- Must partner, collaborate, and work in a team environment.
- Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines accurately.
- Provide a high level of customer service in a calm, courteous, and professional manner.
- Maintain the highest level of confidentiality with all information obtained.
- Health Insurance
- Dental Insurance
- Vision Insurance
- Retirement plan 401(k)
- 401(k) matching
- Paid Time Off
- FSA/HSA benefits plans
- Disability benefits
- Voluntary Life Insurance
- Basic Life Insurance
Dynasty Financial Partners, LLC is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
