Careers

• Handle all client service paperwork needs. Process new account applications, check requests, address changes, wire instructions, transfers
• Proactively maintain clients' accounts to ensure they are in order
• Client relationship management through answering questions and solving problems
• Schedule meetings
• Maintain client information in CRM
• Draft letters as directed by Advisor
• Scan client statements, correspondence, agreements.
• Eventually, anticipate Advisor's and client’s needs and handle them proactively
• Meeting preparation including report generation

• 3-5 years of experience in financial services in a similar capacity
• Strong oral and written communication skills
• Exceptional follow-up and follow-through capabilities
• Personable and approachable with a positive attitude
• Able to exercise good judgment by recognizing urgency and prioritization
• Strong customer service/support/relations skills\
• Well-organized with effective time management skills
• Proficient with Windows-based software, including MS Word, Excel and PowerPoint
• Familiarity with Salesforce, Morningstar, ValueLine, Orion, Wealthscape is helpful

Must be authorized to work in the United States.
Our company policy requires that all employees provide COVID vaccination and booster records.