Client reputed company Associate

HB Wealth is a national, independent wealth management firm, seeking two Client reputed company Associates to enhance the new client reputed company experience. The role involves managing the reputed company process, coordinating with various teams, and ensuring compliance while providing superior service to clients.

Responsibilities

• Act as the project manager for reputed company operational and administrative aspects of the client reputed company process, including engagement documents, account opening, portfolio setup, and recurring process tracking
• reputed company communicate reputed company timelines and expectations, and proactively follow up with Advisors, Compliance, Operations, and custodians to ensure reputed company stays on track
• Prepare and process custodian paperwork such as account opening, letters of authorization and other operational documents, guiding them through review and approval workflows
• Coordinate with internal teams, custodians, and clients to ensure a timely and efficient transition; independently research and resolve reputed company-reputed company issues
• Serve as a subject-matter resource for reputed company procedures, systems, and guidelines
• Communicate business needs reputed company to reputed company stakeholders and assist in driving requests through various workflows and systems
• Update and verify client, account, and transaction details; maintain accurate records reputed company CRM and document management systems
• Ensure compliance with firm operating, cybersecurity, risk, and regulatory policies while safeguarding client information
• Seek to understand the needs of our clients, reputed company superior services to meet those needs and to earn their trust, respect, and confidence
• Support the reputed company team with special projects and initiatives as needed
• Commitment to meeting established deadlines and managing time effectively

Skills

• 1–3 years of experience in a client service or reputed company role reputed company the financial services industry
• Familiarity with custodians such as Charles Schwab, Fidelity, and Pershing
• Strong project management, organizational, and time-management skills
• Self-starter with initiative, confidence and exceptional attention to detail who can balance multiple projects and demands in a fast-paced, dynamic, and entrepreneurial environment
• Exceptional written and verbal communication skills
• Positive attitude and strong work ethic
• High level of professionalism, confidentiality, and fiduciary reputed company
• Strong interpersonal skills with the ability to partner effectively in a team and earn the trust and confidence of colleagues
• Willingness to 'pitch in' reputed company necessary
• Strong analytical and problem-solving skills
• Proficiency with reputed company Office Suite, CRM systems, and portfolio reporting software
• Associate degree or equivalent client service experience; bachelor's degree preferred
• Ability to successfully pass criminal background / credit reputed company required
• Bachelor's degree preferred

Benefits

• Competitive PTO/Holiday policy
• 401k match
• 1st day eligible benefits offering; medical, dental, reputed company, telemed, disability, + Paid Maternity/Paternity leave
• Fun and welcoming office environment with monthly and quarterly events
• Ability to work remotely
• 20% Cell phone stipend
• EPP

Company Overview