Client Service Operations Associate
New
R
RIA RecruitingFinancial Services
This position is open to candidates in Eastern and Central time zones., Eastern and CentralFull-TimeMiddle
Salary$65k - $80k / year
Apply NowOpens the employer's application page
Job Details
- Experience
- 5 years
- Required Skills
- Problem SolvingMicrosoft OfficeTime Management
Requirements
- 5 years of financial services experience
- Prior remote working experience
- Adept and skilled with technology and 3rd party software
- Proficient in Microsoft Office products (Word, Power Point, Excel)
- Ability to work well with one advisor in a tight-knit team
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Strong organization skills and attention to detail
- Ability to think critically and take initiative
- Ability to learn and implement new technology and software quickly
Responsibilities
- Respond to client requests with timeliness and accuracy
- Assist Advisor with client meeting prep and follow-up tasks
- Process account opening applications, transfer paperwork, and money movements
- Monitor Custodian alerts and money movements
- Calendar Management for Financial Advisor including client appointments
- Review info and documents received from clients, save docs, and enter info into client FP assumptions template
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