Client Services Associate
A female-led boutique HNW (High-Net-Worth) RIA firm catering to senior executives, strategy consulting partners and other professionals in primarily San Francisco, New York & Washington DC is looking to add a Client Services Associate to the team to provide a wide range of administrative and relationship management support, as well as excellent customer service to clients. The ideal candidate will be looking to establish a mutually rewarding and long term relationship with a growing team and growing client base. This role is fully REMOTE and can work from anywhere in the US. You do NOT need to be licensed and registered for this role.
Typical duties (but are not limited to): Fulfill duties related to client service, including completing, sending & executing client transfer forms, authorization letters, and money movement transactions, onboard new client accounts, maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation are up to date, vendor management of outsourced business functions (HR/Payroll), perform administrative duties that support Advisor in daily business practices, including phone coverage, business travel arrangements, managing receipt tracking, coordination of client meetings, and calendar maintenance.
Requirements: 5+ years of experience in an Client Service/Administrative capacity (ideally out of an RIA firm) supporting Financial Advisors, experience using Charles Schwab platform, exceptional accuracy and attention to detail, Professional written and verbal communication, ability to take initiative and work independently, strong problem-solving skills and resourcefulness and proficient with Word and Excel.
Schedule: Remote, full time opportunity
Pay: $80,000-90,000/year + bonus + profit sharing + comprehensive benefits
Location: REMOTE
-
Seniority level
Associate -
Employment type
Full-time -
Job function
Customer Service -
Industries
Financial Services
Referrals increase your chances of interviewing at Aux Talent by 2x
See who you knowFeatured Benefits
Inferred from the description for this job
-
Medical insurance -
Dental insurance -
Vision insurance -
401(k) -
Paid maternity leave -
Paid paternity leave
Get notified about new Client Services Associate jobs in United States.
Sign in to create job alertSimilar jobs
People also viewed
-
Customer Administrator Virtual Assistant ( Remote)
Customer Administrator Virtual Assistant ( Remote)
-
Customer Solutions Associate
Customer Solutions Associate
-
Customer Support Associate
Customer Support Associate
-
Remote Call Center Associate
Remote Call Center Associate
-
Remote Call Center Associate
Remote Call Center Associate
-
Virtual Front Desk Receptionist (Entry Level)
Virtual Front Desk Receptionist (Entry Level)
-
Remote Call Center Associate
Remote Call Center Associate
-
Customer Administrator Virtual Assistant ( Remote)
Customer Administrator Virtual Assistant ( Remote)
-
Customer Administrator Virtual Assistant ( Remote)
Customer Administrator Virtual Assistant ( Remote)
-
Remote Call Center Associate
Remote Call Center Associate
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub