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Client Service Associate
2 months ago
The Colony Group is a leading financial advisory company that seeks to make a meaningful impact on the lives of its clients and team members. With a rich history dating back to 1986, our company is driven by a vision to be the premier financial advisory firm in the world.
Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a key member of our financial counseling team, you will provide exceptional support to our clients and wealth management team, ensuring seamless execution of client relationships and financial operations.
Key Responsibilities- Assist clients and the wealth management team with account applications, asset-transfer forms, and client-specific requests at various custodians.
- Communicate with custodians and initiate proactive follow-through on action points.
- Support compliance and wealth management teams with internal and external requirements for new accounts and assets.
- Prepare and update financial schedules, analyses, client presentations, and meeting agendas.
- Draft and process correspondence to clients and communicate with clients via telephone and email.
- Assist with income tax return preparation, scanning data, and sending copies of returns to clients.
- Interact with spreadsheet-driven reports for the wealth management team and clients.
- Maintain electronic and physical records and files in an orderly fashion and update client information into our databases.
- Prepare, generate, and deliver quarterly reports and assist with billing.
- Responsible for daily cash and position reconciliations of clients' accounts and investigation of any resulting exception items.
- Bachelor's degree with 3+ years of administrative experience in financial or professional services, or Associate's degree with 8+ years of relevant work experience.
- Familiarity with brokerage or registered investment advisory firm operations.
- Strong mathematical aptitude and superb written and verbal communication skills.
- Moderate understanding of investment products and operations is desired.
- Solid analytical skills, attention to detail, and organization.
- Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
- Ability to work in a fast-paced environment and juggle multiple tasks and demands.
The Colony Group offers a competitive salary range of $75-80K and a dynamic work environment that prioritizes the physical and mental wellness of our team members. We are committed to developing exciting career paths and fostering a culture where our employees and clients thrive.
