Senior Account Management Associate

1 day ago


St Petersburg FL USA, United States Dynasty Financial Partners, LLC Full time
Job Title: Senior Account Management Associate

At Dynasty Financial Partners, LLC, we are seeking a highly skilled Senior Account Management Associate to join our team. As a key member of our Operations team, you will be responsible for delivering exceptional client service and support, working closely with internal members of the Dynasty team, and contributing to the overall administration of our turnkey asset management program (TAMP).

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.
Requirements:
  • 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.
Benefits:
  • 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 an equal opportunity employer and welcomes applications from diverse candidates. We are committed to providing a work environment that is free from discrimination and harassment. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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