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Client Service Associate

2 months ago

Milwaukee, Wisconsin, United States BCI - Brokerage Consultants Inc Full time
Client Service Specialist

A well-established Registered Investment Advisor (RIA) is seeking a motivated individual to collaborate with clients and provide support to their team of Financial Advisors.

This position will be based entirely in the office and offers a comprehensive benefits package, including fully funded health and dental insurance, a Health Savings Account (HSA) match, a 401k plan with traditional and Roth options, profit-sharing potential, and an employer-funded cash balance pension plan.

Key Responsibilities:
  • Manage client calls and address incoming correspondence and inquiries.
  • Input trade orders as directed by Financial Advisors and execute financial transactions.
  • Prepare client reports and meeting materials, ensuring post-meeting follow-up tasks are completed.
  • Facilitate client onboarding, including opening accounts, preparing necessary documents, ensuring compliance, and updating the database.
  • Contribute to month and quarter-end reporting processes.
  • Proficient in the firm's technology and software, actively participating in available training and education.
  • Collaborate in the identification of opportunities to optimize workflows and processes, ultimately enhancing client service quality.
Requirements:
  • Bachelor's degree
  • 3+ years of experience in the financial services industry
  • Series 65 and IAR (Investment Advisor Representative) or willingness to obtain
  • Proficient in the Microsoft Office suite, with experience in Tamarac, e-Money, and Money Guide Pro desired
  • Strong organizational and analytical abilities, with the capacity to provide support to multiple advisors