Client Service Associate, The Wealth Office

3 weeks ago

Boston, United States Fiducient Advisors Full time

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.


The Client Service Associate is responsible for high-quality customer service and communication to private clients, Investment Consultants, custodians, and money managers. The Client Service Associate acts as a dedicated liaison between custodians and clients, building trusted relationships and delivering exceptional service. This role assumes responsibility for supporting the firm's Investment Consultants in account administration, operational tasks, client servicing, internal projects, and client-related projects. The Client Service Associate works on the clients' behalf towards achieving their investment goals, supporting our mission of helping clients prosper.



Responsibilities:

  • Direct responsibility to fully onboard new clients accurately and in a timely manner
  • Open new brokerage accounts for various client types including, but not limited to, individual, joint, retirement, trust, incorporated and non-incorporated accounts
  • Process and facilitate various types of money movements including wires, ACHs, journals, DTC, ACAT and non-ACAT transfers
  • Maintain organization of client records and documents in the firm’s CRM and document management system
  • Follow internal policies and procedures accurately as it relates to money movement verification, CRM documentation, client tasks, and compliance requests
  • Demonstrate ability to problem solve and critically think through the handling of operational tasks and client service-based projects
  • Consistent and proactive communication to clients and colleagues in a timely manner for status updates
  • Completion of subscription documents for Private Equity and Hedge Fund investments, with ongoing maintenance for capital call processing and additional requests
  • Work with outside asset managers for initial account set up and ongoing account maintenance
  • Collaborate with different internal departments on firm or client related projects
  • Support the Director of Client Services, Investment Consultants, and Private Clients with ad-hoc projects



Education, Professional & Technical Experience

  • Bachelor’s Degree required with a preferred concentration in Business or related
  • One (1) to three (3) Years of Financial Industry Experience
  • Proficiency in Microsoft Suite and Adobe
  • Previous CRM experience
  • Previous custodial portal experience, particularly Charles Schwab and/or Fidelity, is a plus
  • Understands different types of money movements transactions
  • Understands basics of different brokerage account types and client types
  • Understand basics of brokerage account processes such as RMDs, 401(k) rollovers, etc.
  • Broad knowledge of different types of securities such as stocks, mutual funds and bonds
  • Broad knowledge of asset managers
  • Basic knowledge of alternative investment vehicles [Private Equity and Hedge Funds]



Essential Traits

  • Team Oriented
  • Excellent follow-up skills
  • Excellent email management communication and etiquette
  • Detail-oriented with a high level of accuracy and organization
  • Thoughtful ability to establish rapport and build relationships
  • Customer service skills
  • Adaptability when priorities shift and able to work independently
  • Sound judgment and problem-solving skills
  • Resourcefulness
  • Innovative, curious, and enthusiastic.
  • Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging.
  • Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism.



Work Environment & Travel Requirements

  • This role may travel up to 5% of the time for training and or business/events.
  • This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.


Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

  • Must be able to remain in a stationary position for up to 8 hours.
  • Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
  • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
  • The person in this position may at times need to move throughout the building to access different areas.
  • Ability to move equipment weighing up to 25 pounds.

Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.


What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry.


Paid Time Off

  • PTO with optional rollover
  • Time
  • Holidays with additional half days off for specific holidays throughout the year
  • Perks
  • Time –inclusive time off for a loved one, unborn child, or pet.
  • Paid Parental, Personal and Family leaves.
  • Development Day for eligible exams


Work Life Convenience Benefits

  • Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
  • – Family & Fertility Assistance
  • Reimbursement Program
  • Development Designation reimbursement
  • Referral Program
  • Resource Groups, Mentorship Program & New Hire Cohort
  • Plan with company match
  • Phone Reimbursement Program



Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement.



Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals.


We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.

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