Client Services Associate

5 days ago

SaintAubinsurGaillon, Normandie, United States Hilltop Wealth Advisors, LLC Full time
Job Overview

Hilltop Wealth Advisors, LLC is seeking a highly skilled and detail-oriented Client Services Associate to join our team. As a key member of our team, you will play a vital role in supporting the overall success of our clients and firm.

Key Responsibilities
  • Client and Firm Engagement
    • Provide administrative support as needed, including answering calls, managing contacts, and producing reports.
    • Maintain and retain office files consistent with firm and professional policies and requirements.
    • Support marketing and client events, including newsletters, blogs, and communications.
    • Conduct other administrative-related tasks and projects as needed.
    • Send paperwork to clients using electronic signature systems while adhering to custodians' compliance rules.
    • Quality check and submit custodial items for processing, supporting Compliance to maintain an effective and robust investment advisory compliance program.
    • Conduct compliance program tests and perform other compliance-related tasks and projects as assigned.
  • Advisory
    • Engage and support weekly prep for client meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings.
    • Support client onboarding requirements for financial planning and investment management applications.
    • Prepare and produce back-office support demands for basic client account requests.
    • Support back-office initiatives and/or core projects that support Advisory teams.
    • Gather and prepare necessary information for advisory meetings with clients.
    Requirements
    • Experience and Education
      • Bachelor's degree.
      • Pursuit of Financial Paraplanner Qualified Professional (FPQP) Certification preferred.
      • 0-4 years of experience in a financial services firm with an emphasis in either client services and/or operations.
      • Leadership experience demonstrated through reporting structure or special projects.
      • Experience with investments and financial planning applications preferred.
      • Experience working with various custodial platforms preferred.
    • Skills and Knowledge
      • Excellent communication skills (verbal, written, and listening).
      • General tech stack proficiency.
      • Knowledge of RIA operations, regulations, compliance, and oversight.
      • Demonstrates personal integrity, honesty, and can deal with confidential information daily.
      • Ability to handle stress in an ever-changing investment market.
      • Excellent time management and strong organizational skills.
      • Ability to prioritize multiple tasks and anticipate potential problems.

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