Client Relations Specialist
2 weeks ago
About Ritholtz Wealth Management:
Ritholtz Wealth Management is a rapidly expanding wealth advisory firm based in New York City, serving clients and employing talent nationwide.
Position Overview:
We are an innovative Registered Investment Advisory (RIA) firm in search of driven and career-focused individuals who excel in a vibrant and collaborative setting, relishing the opportunity to deliver outstanding service to our clientele.
Our Approach:
Many of our clients have engaged with us through our extensive media presence, which features four weekly podcasts available on The Compound
- YouTube.
Client Interaction:
A typical day for a Client Service Associate may involve:
- Fostering and strengthening relationships with both new and existing clients through proactive communication, addressing client requests, resolving inquiries, and offering guidance.
- Managing the client onboarding process, which includes opening brokerage accounts, setting up cashiering needs, facilitating online reporting access, updating cost basis, tracking required minimum distributions, reconciling account details, and coordinating document exchanges between clients, advisors, and investment custodians.
- Executing various administrative tasks that support client relationships as directed by the Advisor, ensuring all activities are logged accurately in the firm's CRM.
- Participating in special projects or assignments to address complex issues as they arise.
Ideal Candidate:
This opportunity may suit you if:
- You possess client service experience within an RIA.
- You have a keen eye for detail and maintain organization in your work.
- You enjoy tackling challenges and devising creative solutions.
- You are passionate about assisting clients in achieving their financial objectives.
- You communicate effectively, both in writing and verbally, and can clarify complex concepts to diverse audiences.
- You are adaptable, eager to learn, and thrive in collaborative environments.
- You are proactive, motivated, and consistently seek new challenges.
Qualifications:
To succeed in this role, you should have:
- A minimum of 1 year of experience in an RIA or Wealth Management firm.
- Experience working with major custodians such as Fidelity and Charles Schwab.
- Strong computer proficiency, including Salesforce, Microsoft Office Suite, and G-Suite.
- A Bachelor’s or Associate degree is preferred.
Additional Skills:
Experience with NetDocs and Docusign is a plus.
What We Offer:
We provide an excellent work environment with numerous benefits, including:
- A supportive company culture that values diversity and inclusion.
- Flexible remote work options.
- A comprehensive benefits package.
- 401(k) plan with matching contributions.
- Generous paid time off and parental leave.
- Opportunities for community volunteering.
- Discretionary quarterly profit-sharing after one year of employment.
Compliance:
We participate in E-Verify and will provide necessary information to confirm work authorization.
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